Hudson Trading Group (HTGL) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. HTGL creates an Investment Policy Statement for each client. HTGL generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs (including ETFs in the gold and precious metal sectors), non-U.S. securities and private placements, although HTGL primarily recommends equities. HTGL may request authority to make trades without asking first.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Qualified clients will pay an annual fee of 1.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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