Hudock Capital Group is a registered investment advisor based in Williamsport, Pennsylvania, offering personalized investment management, wrap fee programs, and financial planning services. The firm primarily tailors its asset management approach using mutual funds, exchange-traded funds, and model portfolios, operating on both a discretionary and non-discretionary basis. Hudock Capital Group assists clients with comprehensive financial planning, modular consulting, and retirement planning, while also providing guidance on specialized topics like environmental, social, and governance investing, options strategies, and digital assets. The firm serves individuals, trusts, estates, non-profit organizations, and corporations, maintaining a primary focus on building long-term advisory relationships tailored to each client's specific financial goals and risk tolerance.
Fee Structure
Hudock Capital Group provides asset management services primarily through a wrap fee program, combining investment management and transaction costs into a single bundled fee. Portfolio management fees are detailed in a separate wrap fee program brochure, and the firm generally requires a minimum investment of $1,000,000 to open and maintain an advisory account, though this minimum may be waived at their discretion.