Hudson Valley Wealth Management is an SEC-registered, fee-only investment advisory practice. We do not charge commissions, and are not paid by financial services firms to sell their products. We are compensated solely by fees from our clients for the services we provide.

Our fee structure for investment management services is as follows:

Assets up to $3,000,000 – 1%
Assets from $3,000,001 to $5,000,000 – 0.75%
Assets from $5,000,001 and up – NEGOTIABLE (dependent upon a number of variables, please contact us for more details)

When you enter into an advisory agreement with HVWM, fees for the financial planning process are included in the asset management fee schedule.

If, for some reason, you only wish to have HVWM put together a comprehensive financial plan for you, we will do so on a fixed fee basis. That fee can range from $500 to $1500 and up, depending upon the complexity of the plan, the number and types of assets to be considered and analyzed, and several other factors.