Hudson Financial Advisors INC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Hudson Financial Advisors Inc. offers personalized investment advisory services including The Financial Masterpiece Program®, asset allocation, SEI's Managed Accounts Program, portfolio management, and insurance consulting. Fees are based on assets under management or fixed annual fees. The firm also provides business plans and consulting services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.60% |
| $1.5M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees for Portfolio Management Services are negotiable up to 1.0%.
Fee Estimator
The Financial Masterpiece Program® and SEI programs have the same fee structure: 1.00% of the first $500,000, 0.60% of the next $1,000,000, 0.40% of the next $3,500,000, and 0.25% of assets over $5,000,000. Portfolio Management Services have a negotiable annual fee of up to 1.0%. Insurance consulting fees are the greater of $7,500 per year, 5% of annual insurance premium, or a percentage of the cash value of the policy (1% of the first $500,000,.60% of the next $1,000,000,.40% of the next $3,500,000 and.25% of the cash value of the policy which is over $5,000,000).
Areas of Practice
Location
10034 Wellman Road, Streetsboro, OH, 44241