Hudson House Capital Incorporated (HHCI) offers wealth management and investment management services. Wealth management includes both investment management and financial planning. HHCI works with clients to create personalized investment plans and manage their portfolios. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. HHCI primarily advises on stocks, bonds, mutual funds, and ETFs.
Assets Under Management$280K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$280K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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