Sueing Investments offers investment advice and financial planning to individuals, trusts, estates, and corporations. They gather information about your assets, goals, and risk tolerance to create customized investment portfolios. Financial planning services cover cash management, risk management, insurance, education funding, retirement, estate, charitable giving, and tax planning.
Assets Under Management$12M
Clients20
Advisors1
Avg. per Client$600K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1M+ | 1.00% |
Accounts that retain balances below $100,000 of assets under management, could incur fees that are in excess of industry standards and that similar advisory services could provide for less. Clients with assets of less than $100,000 will be charged assets under management fee of 1.25% per year, in addition to the fixed fee. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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