Zachary Sutton
Zachary Sutton is a CFP-designated registered investment advisor at Cornerstone Wealth, based in Tampa, FL, with 9 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 2,506 clients with $2.5B 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 - $1000K | 1.10% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.30% |
Fees are potentially negotiable and may vary based on unique objectives, investment plan complexity, and anticipated future assets. Certain legacy schedules may include a $3,000 annual minimum fee.
Fee Estimator
Location
3708 W Swann Avenue, 102, Tampa, FL, 33609
Get directionsHistory
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 ActivitiesSells Insurance
Zachary is an insurance agent selling fixed life insurance, disability, long-term care insurance, and annuities, dedicating about 10-20% of his time to this. He is also an investment advisor at Cornerstone Wealth Group, LLC, spending about a quarter of his time meeting with clients to discuss financial and estate plans.
Employment History
Current Registrations
Cornerstone Wealth
Mutual Securities, INC.Broker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Sutton Wealth Advisors, INC.
Securities Service Network, LLCBroker
State Registrations26 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.
Exams
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