Robert Sutton is a CFP-designated registered investment advisor at Guaranty Private Wealth, based in Ridgeland, MS, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 39 clients with $73M 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 - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.50% |
| $7.5M+ | 0.40% |
Fees may be individually negotiated.
Fee Estimator
Location
405 W Parkway Pl, Ridgeland, MS, 39157
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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
Robert provides singing services for weddings and other events, spending minimal time on this. He is also a volunteer volleyball coach, chairs the board of directors of AWO Ministries, and is a member of the Westminster Academy finance committee.
Employment History
Current Registrations
Guaranty Private Wealth
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Pinnacle Investment Advisory
Ftb Advisors, INC.Broker
Ftb Advisors, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations4 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.