Jeanne Sutton is a registered investment advisor at Wellth Advisory Services, LLC, based in Bowling Green, KY, with 16 years of industry experience. Jeanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,383 clients with $24B 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 | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable. WELLth Advisory Services also uses LPL Financial's advisory programs, which have maximum fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
Bowling Green, KY
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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
Jeanne is an adjunct professor at Western Kentucky University, a financial advisor at ARGI Investment Services, and a manager at ARGI Business Services LLC. She is also involved with Flexmatch, NextGen Advisors, CFP Board Ambassador, Rent BG LLC, and Your Money Line.
Employment History
Current Registrations
Wellth Advisory Services, LLC
Previous Registrations
Global Retirement Partners LLC
Argi Investment Services, LLC
Argi Investment Services, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
LPL Financial Corporation
State Registrations1 state
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