Robert Sutton
Robert Sutton is a registered investment advisor at Parsonex Advisory Services, INC., based in Skiatook, OK, with 20 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 331 clients with $270M 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. Additional transaction, custody, money manager, and platform fees may apply.
Fee Estimator
Location
1125 W. Rogers Blvd. Unit B, Skiatook, OK, 74070
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
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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