Hudson Capital Advisory provides investment management services tailored to each client's goals, objectives, and risk tolerance. These services include financial planning, investment strategy, asset allocation, and regular portfolio monitoring. Hudson Capital also offers financial planning as a stand-alone service, consulting services, sub-advisory services to other registered investment advisors, and co-advisory services.
Fee Structure
Hudson Capital charges different fees for investment management based on whether you are considered a "Qualified Client" (having at least $1.1 million under management or a net worth of $2.2 million).
For Qualified Clients:
- 1% of your portfolio per year, plus 20% of net profits in the account, subject to a high-water mark (meaning you only pay on profits above previous losses).
For Non-Qualified Clients:
- Up to 2% of your portfolio per year.
Fees are billed monthly or quarterly, based on the value of your investments. Hudson Capital also manages three proprietary portfolio strategies with different fees: HCA Earnings Growth Portfolio (1.95%), HCA Healthcare Opportunities Portfolio (1.50%), and HCA Balanced Portfolio (1.00%). There is a minimum account size of $100,000 for portfolio management services.