Hudson Wealth Management offers tailored investment advice and portfolio management based on your individual needs, risk tolerance, and financial goals. They also provide financial planning services, either broad-based or focused on specific topics. Additionally, they offer pension consulting services to employee benefit plans, assisting with plan reviews, fund selection, and participant education. All services are included in the asset management fee.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.85% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.20% |
| $3.0M - $6.0M | 1.10% |
| $6.0M - $11.0M | 1.05% |
| $11.0M - $26.0M | 0.90% |
| $26.0M - $51.0M | 0.75% |
| $51M+ | 0.65% |
All-inclusive fee covers investment management, servicing, custody, tax management, rebalancing, and investment planning charges. Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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