George Sugden is a CFP-designated registered investment advisor at Sugden Wealth Management, LLC, based in Denver, CO, with 15 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 22 clients with $48M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
The annual fee schedule applies to the aggregate household account balance and is negotiable based on the level of service complexity and needs of the client.
Fee Estimator
Location
100 Fillmore Street, Suite 562, Denver, CO, 80206
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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 →Employment History
Current Registrations
Sugden Wealth Management, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Morgan Stanley Smith Barney LLC
State Registrations1 state
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