William Hudson is a CFP-designated registered investment advisor at Miller, Gesko & Company INC., based in Buffalo, NY, with 24 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 87 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.5M | 0.75% |
| $4.5M+ | 0.50% |
Miller Gesko retains the right to modify fees, including minimum account sizes, in its sole and absolute discretion, on a client-by-client basis based on the size, complexity and nature of the advisory services provided. In addition, family accounts and accounts controlled by the same client are often combined for the purpose of computing the fee.
Fee Estimator
Location
237 Main Street, Buffalo, NY, 14203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Miller, Gesko & Company INC.
Hudson Capital Advisory, INC.
Hudson Advisor Services, INC.
Previous Registrations
Hudson Advisor Services, INC.
Monetary Management Corporation
State Registrations3 states
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