Hudson Heritage Capital Management (HHCM) provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. HHCM offers advice on financial objectives, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. HHCM is compensated through commissions and fees.
Assets Under Management$120M
Clients299
AdvisorsN/A
Avg. per Client$410K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
HHCM offers investment management as part of an advisory service agreement. The annual fee is a percentage of the assets managed, with rates varying based on the program:
Strategic Allocation Program
- 1.50% on the first $350,000
- 1.25% on the next $350,001 to $700,000
- 1.00% on the next $700,001 to $1,050,000
- 0.75% on the amount over $1,050,001
Fixed Income Program
- 0.50% on the first $500,000
- 0.375% on the amount over $500,001
Short Term Program
- 0.25% on all cash equivalents
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