H
Hudson View Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$58,236,709
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
117
10% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
117
Very HighAverage account size
$497,750
About
Hudson View Advisors provides portfolio management, pension consulting (including guidance and monitoring for employer-sponsored plans), and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm’s services include creation of written Investment Policy Statements, asset allocation and manager recommendations, and occasional recommendations of insurance or commissionable products through the advisor’s separate broker-dealer and insurance activities.
The firm uses a mix of analytical approaches—cyclical, fundamental, quantitative, technical and modern portfolio theory—and employs both long- and short-term trading in implementing client strategies. Although the advisory agreement may request discretionary trading authority, the firm reports that essentially all assets under management are handled on a non-discretionary basis and client accounts are reviewed at least quarterly by the principal.
Notable differences from many peers include an explicit pension consulting practice and work for pension and profit-sharing plans, a service offering that is less common among independent single-advisor firms. The firm also operates with a single custodial platform (Charles Schwab Advisor Services), does not aggregate trades for multiple clients, and the principal maintains outside broker-dealer and insurance registrations that can result in the availability of commissionable products (clients are not required to use those ancillary services).
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Annuities
Fee options
Fixed financial planning fees between $450 and $5,000
$0 - $250,000: Not explicitly stated (no fee tier provided below $250,000) $250,000 - $2,500,000: 0.80% annually $2,500,001 - $5,000,000: 0.60% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.30% annually
$150 to $300 per hour for financial planning services
Account minimum: $250,000 Fee-only: Fixed fees between $450 and $5,000 for financial planning; hourly fees between $150 and $300 per hour
Main office location
Hudson View Advisors, LLC
132 Maple St., 2 Nd Fl.
Croton On Hudson NY 10520, United States
Number of offices
1
Most active in
Hudson View Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut · New Hampshire · New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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