Sutterfield Financial Group (SFG) offers financial planning, consulting, and investment management. Planning services include retirement, education, estate, and tax planning, as well as business planning. SFG manages client investment portfolios using mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, and options. SFG may recommend Seraph Capital Associates, LLC, a wholly-owned investment advisor, to manage client portfolios. SFG does not have a minimum fee or account requirement.
Fee Structure
SFG provides investment management services for an annual fee based on the amount of your portfolio. The fee ranges from 0.40% to 2.40% per year, depending on the size of your portfolio and the services provided. The fee is charged quarterly, based on the market value of your investments on the last day of the previous quarter.