Name
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First Name
Last Name
Email Address
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Phone
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(###)
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Tell us about yourself & how we may be able to help
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Annual Pre-Tax Household Income
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*Please select only one option. If you are a business or other entity, you may disregard.
Household Investment Balances
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* Please select only one option. Exclude balances within current employer retirement plans (i.e. current 401(k) plans). Include old 401(k) plan balances. Include cash balances you may be considering to invest, beyond your cash reserves. If you are a business or other entity, you may disregard.
Household Net-Worth
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*Please select only one option. Include an estimated value of all household assets (investments, real estate, businesses, etc.), reduced by outstanding household liabilities (mortgages, other debts). If you are a business or other entity, you may disregard.
Specialty Services
Please indicate whether you may benefit from any of our specialty service lines
Working with Hudson Oak
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Please confirm that you are looking to work with an advisor in a relationship capacity. At this time, Hudson Oak does not offer project-based or one-off engagements.
Our current minimum annual fee for new clients is $6,950, paid over the course of the year.
