Michael Gramm is a CFP-designated registered investment advisor at Sutterfield Financial Group, INC., based in Willmar, MN, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 1,129 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.40% |
Fees range from 0.40% to 2.40% annually depending on portfolio size and services rendered. Fees are negotiable.
Fee Estimator
Location
217 Industrial Drive Sw, Willmar, MN, 56201
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Michael is a partner in M&S Properties LLC, a real estate partnership, acting as a landlord to a CPA, dedicating minimal time. He also serves as a trustee for the Olivia Siegel Trust, monitoring investments and tracking expenditures, spending minimal time.
Employment History
Current Registrations
Sutterfield Financial Group, INC.
State Registrations1 state
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
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