Suzue Sato is a registered investment advisor at Moneycafe Advisors, LLC, based in Denver, CO, with 16 years of industry experience. Suzue operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 31 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
MoneyCafe Advisors' financial planning fee, which includes investment management services, is a flat annual fee ranging from $3,000 to $10,000, depending on the complexity of your needs. This fee covers ongoing monitoring of your financial plan and investment management. The fee is charged upon signing the agreement and then prorated monthly in arrears. Some legacy clients pay quarterly in advance. There are no additional fees if MoneyCafe uses a model portfolio for your account.
Location
501 S. Cherry St., Suite 1100, Denver, CO, 80246
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Moneycafe Advisors, LLC
State Registrations1 state
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