Hudson Oak Wealth Advisory provides wealth management services, including financial planning and investment portfolio management. They specialize in employer equity compensation program and employee benefit optimization planning. They work with high net worth clients with large estates, coordinating investment strategy with estate plans. Financial planning services are provided on an ongoing and as-needed basis. Investment portfolios are managed primarily on a discretionary basis.
Assets Under Management$110M
Clients57
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable at Hudson Oak Wealth Advisory's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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