Hudson Valley Investment Advisors, INC.
Assets Under Management
$1.7B
Number of Clients
1,410
Number of Advisors
9
Average Client AUM
$1.2M
AUM per Advisor
$183.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Orange Investment Advisors provides investment advisory services to a diverse range of clients. Services include portfolio management (discretionary and non-discretionary) and financial planning. Investments are allocated across equities, fixed income, mutual funds, and alternative investments. The firm also offers investment consulting and 401(k) consulting services.
Fee Structure
Investment advisory fees are based on a percentage of your assets under management, ranging from 0.25% to 1.20% annually, billed quarterly. The specific percentage depends on the types of assets and the amount invested. There are also minimum fixed fees depending on the portfolio type, such as $3,000 for equities, fixed income & cash equivalents, $1,200 for fixed income & cash equivalents, $500 for mutual funds, and $2,000 for advisory 401(k) plans. Financial planning services are generally provided without a separate charge, but in some instances, flat or hourly fees may apply.
Areas of Practice
Location
117 Grand Street, 2nd Floor, Goshen, NY, 10924