How does the advisor help clients – Key Takeaways:
HUDSON WEALTH MANAGEMENT, LLC is a leading financial advisory firm that specializes in providing customized financial solutions for individuals and businesses. With a team of highly experienced and knowledgeable advisors, the firm strives to help its clients achieve their financial goals and build long-term wealth.
Facts and Insights
Founded in 2005, HUDSON WEALTH MANAGEMENT, LLC has over 15 years of experience in the financial industry. The firm is headquartered in New York City and has multiple locations across the United States, with a strong presence in major cities such as Los Angeles, Chicago, and Boston.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 20+ | 15 years |
Financial Services Offered
HUDSON WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services to its clients. This includes investment management, retirement planning, tax planning, estate planning, risk management, and business succession planning. The firm also provides specialized services such as socially responsible investing and alternative investments.
Client Types
The firm caters to a diverse range of clients including high net worth individuals, families, and businesses. HUDSON WEALTH MANAGEMENT, LLC understands that each client has unique financial needs and goals, and therefore, provides personalized services to meet those specific requirements.
Fees & Compensation
HUDSON WEALTH MANAGEMENT, LLC is a fee-only firm, which means that the advisors are compensated only through fees paid by the clients. This ensures that the advisors act in the best interests of their clients and there are no conflicts of interest. The firm charges a percentage of assets under management as its fee, which may vary depending on the services provided.
Background
HUDSON WEALTH MANAGEMENT, LLC was founded by John Hudson, a renowned financial expert with over 25 years of experience in the industry. He is supported by a team of highly qualified and accredited advisors who have a deep understanding of the financial markets and are committed to providing exceptional services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, HUDSON WEALTH MANAGEMENT, LLC is regulated by the Securities and Exchange Commission (SEC). The firm has a fiduciary duty to act in the best interests of its clients and provide full disclosure of any potential conflicts of interest. All advisors are required to adhere to a strict code of ethics, ensuring the highest standards of professionalism and integrity in all client interactions.
In conclusion, HUDSON WEALTH MANAGEMENT, LLC is a trusted and reputable financial advisory firm that provides personalized and comprehensive services to its clients. With its experienced team, strong track record, and commitment to client-centered approach, the firm continues to help its clients achieve their financial goals and build their wealth for the long term.