For high-net-worth individuals, the complexity involved in achieving your financial goals can be daunting. In addition to portfolio optimization and retirement planning, you have to consider tax efficiency, multi-generational planning, philanthropic goals, business succession, financing large asset purchases, and much more. A dedicated team of financial experts can help cut through the complexity and give you the best chance of achieving your goals.

From day one, Hudon’s mission has been to provide clients with institutional-quality advice delivered at a high level of personalized attention. With our proprietary research, advanced statistical methodology, and unique investment opportunities, our expertise rivals larger firms and banks. Despite this, we still maintain the depth of personal relationships unique to independent advisory practices.

Hudson charges a 1.25% annual fee on client accounts under $3 million, and a 1% fee for accounts greater than $3 million. The majority of our clients pay fees directly from their investment accounts, although we accept fees by check when necessary. We charge negotiable hourly fees for corporate financial planning services, or one-time deal fees where appropriate.

While the majority of managed assets are invested in public instruments, Hudson’s relationships afford clients the access to invest in private, alternative strategies. In addition to specialty bond offerings and IPO access, our clients have the opportunity to invest in private real estate funds, venture capital deals, hedge funds, structured derivatives, and more. Due to their risk, these investments are not appropriate for every client.

Yes. As a Registered Investment Advisor, Hudson has a fiduciary duty to our clients. That means we have a legal obligation to put our client’s interests first, and have to actively disclose any possible conflicts of interest.

Typically, prospective clients will meet us for a complimentary consultation where we discuss their financial situation and evaluate whether our services can help them meet their goals. If we decide to work together, our team will put together an initial strategy and portfolio plan to present at a follow-up meeting. After this meeting, we will coordinate transferring assets to our custodian and clients will complete the necessary paperwork through e-signature. Generally, we have a financial review with clients at least once a year, but we encourage clients to reach out early and often for guidance as their financial situtation changes.

Although Hudson does not have an account minimum, we believe that clients with more than $500,000 in investable assets can benefit the most from wealth management and financial planning services.