R. J. Sutts & Company offers financial advisory services, including risk assessment, investment strategy development, and investment management. The firm primarily invests client funds in no-load mutual funds and exchange-traded funds (ETFs). As a registered investment advisor, R. J. Sutts & Company has a legal duty to act in the best interest of its clients.
Assets Under Management$9.7M
Clients40
Advisors1
Avg. per Client$240K
Avg. per Advisor$9.7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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