Hudson Financial Advisors provides investment advice and financial planning services. These include wealth management through the Financial Masterpiece Program, asset allocation services using SEI, managed accounts through SEI, portfolio management, and insurance consulting. Hudson Financial tailors its services to each client's individual needs and goals.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.60% |
| $1.5M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees may be negotiable for SEI Managed Accounts Program. Multiple client affiliated accounts may be aggregated in determining the fees to be charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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