VS
CFP
VS
CFP

Vernon Sumnicht

22 Years of Experience
Appleton, WI

Vernon Sumnicht is a CFP-designated registered investment advisor at Isectors, LLC, based in Appleton, WI, with 22 years of industry experience. Vernon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

iSectors, LLC charges licensing fees ranging from 0.15% to 0.50% to platform sponsors and advisors, not direct clients. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

W 6240 Communication Court, Suite One, Appleton, WI, 54914

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Vernon is the Managing Member of Sumnicht Hedge Fund Advisors LLC and General Partner of Sumnicht Money Masters Fund, L.P. and Sumnicht Money Masters Fund II, L.P.

Employment History
Current Registrations
Isectors, LLC
January 2014 - Present · 12 yrs 9 mos
Sumnicht & Associates, LLC
November 2003 - Present · 22 yrs 11 mos
State Registrations3 states
CATXWI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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