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
Hudson Financial Advisors offers wealth management through The Financial Masterpiece Program®, asset allocation services, SEI's Managed Accounts Program, portfolio management, and insurance consulting. Fees are based on assets or fixed annual fees. They primarily advise on ETFs and mutual funds.
| 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% per annum.
10034 Wellman Road, Streetsboro, OH, 44241