Sugar Creek Consulting refers clients to third-party investment advisors to manage their assets. Sugar Creek Consulting also provides business coaching for entrepreneurs, advising on taxes, income, benefits, and succession planning. Clients may impose restrictions on investments, but these restrictions may lead to termination of the relationship if they hinder the advisor's ability to service the account.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
This is the total fee, including both Sugar Creek Consulting's referral fee (0.50%) and Ascension Capital Advisors' investment management fee (1.00%). Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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