Hudock Capital Group provides personalized investment advice and financial planning services. They offer asset management, primarily through a wrap fee program, and financial planning services. Hudock Capital Group works with individuals, trusts, estates, and businesses. They gather information about your financial situation and goals to develop a suitable investment strategy. They monitor your portfolio and rebalance it as needed. Financial planning services cover various aspects of your finances and are delivered in a plan designed to help you achieve your stated financial goals and objectives.
Fee Structure
Hudock Capital Group offers investment management services primarily through a wrap fee program. The fee covers asset management, transaction costs, and custodial/administrative costs. The overall cost may be higher or lower than paying transaction costs separately. A separate Wrap Fee Program brochure explains the program and costs.