Hudson & Associates Wealth Management is a registered investment advisory firm based in Tulsa, Oklahoma, owned and operated by John Hudson. The firm provides customized discretionary and non-discretionary investment management services to individuals, high-net-worth individuals, trusts, estates, business entities, and qualified retirement plans. Hudson & Associates operates primarily through a bundled fee program where investment advisory services, custody, and trade execution are offered together, frequently utilizing Charles Schwab & Co. as the custodian and Envestnet for operational support. Portfolios are constructed using mutual funds, exchange-traded funds, individual equities, corporate bonds, fee-based annuities, and alternative investments. The firm may also recommend third-party external managers for a portion of a client's assets. In addition to investment management, certain representatives are licensed insurance professionals and registered representatives of a broker-dealer, allowing them to offer commission-based insurance products and securities transactions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment management fee ranges up to 1.50%. Fees are negotiable based on relationship size, complexity, and services rendered. Additional third-party platform fees via Envestnet may apply.