Sutton Financial Group offers wealth management services, including investment management and financial planning, to individuals and high-net-worth individuals. SFG also provides retirement plan advisory services to plan sponsors. SFG creates customized investment strategies using low-cost, diversified mutual funds and ETFs, and monitors portfolios to ensure they meet client goals. Financial planning services cover investment planning, retirement planning, education savings, and insurance needs.
Assets Under Management$76M
Clients162
Advisors1
Avg. per Client$470K
Avg. per Advisor$76M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range up to 1.00% annually based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...