Hudson Heritage Capital Management offers personalized financial planning and investment management for individuals, families, trusts, estates, and small businesses. Founded in 1997, the firm helps clients navigate various financial matters such as retirement planning, tax strategies, cash flow management, insurance reviews, and estate planning. Hudson Heritage Capital Management builds customized portfolios using a strategic allocation approach, combining index funds, exchange-traded funds, and individual securities to match each client's specific goals. Clients work closely with human advisors who help define objectives and create written financial plans, while maintaining control of their assets through third-party custodians.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 1.50% |
| $350K - $700K | 1.25% |
| $700K - $1.1M | 1.00% |
| $1.1M+ | 0.75% |
Other programs: Fixed Income Program at 0.50% scaling down to 0.375%, Short Term Program at 0.25% on cash equivalents. Fees are not negotiable.