Hudson Value Partners provides investment management services through a wrap fee program, which includes trade execution, custody, reporting, and investment management for a single annual fee. They also offer financial planning and consulting services separately for a fee. Hudson Value Partners may recommend investments in affiliated and unaffiliated private funds. They may also recommend the use of interval funds and structured notes. The firm also provides retirement plan consulting services to plan sponsors.
Fee Structure
Hudson Value Partners offers investment management through a wrap fee program. The annual fee is negotiable up to 1.25% of the assets in the program. This fee covers trade execution, custody, reporting, and investment management. The exact fee depends on the amount and type of assets in the program.