Hudson View Advisors offers portfolio management tailored to individual client goals and risk tolerance. They also provide pension consulting services, including investment objective guidance and money manager recommendations. Financial planning covers investment, insurance, retirement, college, and debt/credit planning. Hudson View Advisors generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities and private placements.
Assets Under Management$54M
Clients211
Advisors1
Avg. per Client$260K
Avg. per Advisor$54M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.80% |
| $250K - $2.5M | 0.60% |
| $2.5M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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