DS
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David Sutts
5 Years of Experience
Grosse Pointe City, MI
1 Disclosure
David Sutts is a registered investment advisor at R.J. Sutts & Company, based in Grosse Pointe City, MI, with 5 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 40 clients with $9.7M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
40 clients
Average Client Portfolio
$243K average
Assets Under Management
$9.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Grosse Pointe City, MI
Get directionsHistory
Regulatory History (1)
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Criminal
June 1986Final Disposition
Employment History
Current Registrations
R.J. Sutts & Company
January 2021 - Present · 5 yrs 4 mos
State Registrations1 state
MI
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.