Hudson Portfolio Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hudson Portfolio Management LLC is a fee-only, SEC‑registered investment adviser that provides discretionary portfolio management and separate investment consulting to private individuals, families, related trusts and estates, small family businesses, and certain nonprofit organizations. The firm structures portfolios to reflect client objectives, risk tolerance and liquidity needs and generally does not use standardized target portfolios.
HPM emphasizes asset allocation and broad diversification and relies largely on independent third‑party research providers such as Value Line and Morningstar to inform long‑term equity and fixed‑income positions. The firm also uses a wider set of tools than many advisers—advising on and, where appropriate, employing options and other derivatives, borrowing (margin) in separately managed accounts, and investments in limited partnerships and structured products.
A distinctive operational feature is HPM’s affiliation with Hudson Financial Group, which provides accounting, tax return preparation, recordkeeping and analytical support and shares personnel with the adviser, allowing coordinated financial and reporting services. The brochure also discloses operational practices that can affect custody and transfers—such as standing letters of authorization for client‑initiated transfers—and notes the firm manages roughly $186 million in discretionary client assets.
Client services
Expertise
Occupation focus
Fee options
Fixed consulting fees range from $150 to $1,500 per quarter
$0 - $5,000,000: Fund Portfolios - 0.75% annually $0 - $5,000,000: Individual Security Portfolios - 1.00% annually $0 - $5,000,000: Liquidity Portfolios - 0.50% annually $5,000,000 - $10,000,000: Reduction of 0.125% per year on amount exceeding $5,000,000 $10,000,000 - $20,000,000: Reduction of 0.15% per year on amount exceeding $10,000,000 $20,000,000+: Reduction of 0.20% per year on amount exceeding $20,000,000
Hourly consulting fees range from $250 to $750 per hour
Account minimum: $4,000 minimum annual fee Minimum fee: $4,000 minimum annual fee ($1,000 per quarter), reducible or waivable in exceptional circumstances Fee-only: Portfolio management fees based on assets under management; consulting fees charged separately as fixed or hourly fees.
Main office
27 Garrison's Landing
Garrison NY 10524-0344
Advisors at this office
2
Most active in
New Jersey · New York · Texas
Also doing business as
Hudson Portfolio Management LLC · Hudson Portfolio Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Advisors at this firm
Toyken Y
CFP®
Garrison, NY
Hudson Portfolio Management LLC
Toyken Yee is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Hudson Portfolio Management LLC since 2002. He is also involved with Hudson Financial Group, where he provides financial advisory services including tax preparation. Hudson Portfolio Management LLC is a fee-only registered investment adviser that offers discretionary portfolio management and investment consulting to individuals, families, trusts, small family businesses, and select nonprofit organizations. The firm manages approximately $174 million in assets and emphasizes long-term investing, broad asset allocation, and diversification, using independent research and various portfolio strategies tailored to client needs.
Byron S
Garrison, NY
Hudson Portfolio Management LLC
Byron Stinson is a financial advisor with Hudson Portfolio Management LLC who holds 23 years of experience at the firm and a total of 40 years in the financial services industry. He is also President of Hudson Financial Group, Inc., a company providing broad-based financial advice and tax preparation services. Hudson Portfolio Management LLC is a fee-only, SEC-registered investment adviser serving private individuals, families, trusts, estates, small family businesses, and certain nonprofit organizations. The firm emphasizes asset allocation and diversification, using independent research and a range of investment tools to tailor portfolios to client objectives and risk tolerance.
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