Robert Sutton
Robert Sutton is a registered investment advisor at Parsonex Advisory Services, INC., based in Englewood, CO, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 609 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Annual fees are negotiable at the discretion of the advisor.
Fee Estimator
Location
8310 S. Valley Highway, Suite 110, Englewood, CO, 80112
Get directionsHistory
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 ActivitiesSells Insurance
Robert works as an investment advisor representative for Parsonex Advisory Services, Inc., dedicating about 10-20% of his time. He also owns Robert Sutton Financial Services, LLC, sells living trusts as a consultant for Heritage Living Trust, sells insurance products as an insurance agent for Back 9 Insurance, and assists with referrals for clients' living trust needs for Estate Docs Pro.
Employment History
Current Registrations
Parsonex Advisory Services, INC.
Parsonex Securities, INC.
Parsonex Securities, INC.Broker
Previous Registrations
Parsonex Advisory Services, INC.
PFS Investments INC.Broker
State Registrations13 states
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