Hudson Companies offers investment management and financial planning services to individuals and high-net-worth clients. Hudson manages client investment portfolios using a passive management approach, primarily allocating assets among mutual funds and exchange-traded funds. Financial planning services include business planning, cash flow forecasting, trust and estate planning, investment consulting, retirement planning, tax planning, and more. Hudson may also recommend investments in privately placed securities.
Assets Under Management$65M
Clients109
Advisors1
Avg. per Client$590K
Avg. per Advisor$65M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Investment management fees generally range up to 1.25% annually, depending on portfolio size and composition. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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