The HVWM Client

The clients of HVWM come from diverse backgrounds; there is no “typical” client. Although the number of investment vehicles at our disposal increases with the amount of investable assets each particular client has, we believe that our investment strategy can be successfully implemented for people from all walks of life. Entrepreneurs, executives, retirees, professional athletes, lawyers, doctors, teachers, and salaried employees alike can all benefit from the services we provide.

We believe it is an honor and a privilege to manage money for our clients, and although our strategies may work best for clients with $1 million and more, we will never turn away a client who has less to invest with us. We will use all of the skills, investment techniques, strategies, and vehicles we have at our disposal to efficiently and effectively help all of our clients reach their financial goals.

The HVWM Wealth Management Solution

Our wealth management solution is divided into three distinct practice areas: comprehensive financial planning, custom investment management, and thorough periodic progress review. We employ state of the art, web based technology that allows for online collaboration between you and us, as well as between us and the other professionals you work with, such as lawyers and accountants. For a more detailed description of our services, our process, our data collection practices, and our rigorous, real–time review process, please contact us.

Fee Structure & Pricing

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 information.

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 – $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.

Free Fee Evaluation