Amber Sutton
Amber Sutton is a registered investment advisor at Fifth Third Securities, INC., based in Lake Zurich, IL, with 14 years of industry experience. Amber operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.
Fee Estimator
Location
459 S Rand Road, Lake Zurich, IL, 60047
Get directionsHistory
Regulatory History (1)
Financial
April 2017Other Business Activities
Amber is involved in several outside business activities, including Big Money Trucking, Inc., as well as being a Notary Public, a sales consultant for DoTerra essential oils, and a co-owner of Little Cents, Inc. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Previous Registrations
Nylife Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations6 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.