Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Sutter Capital Partners offers non-discretionary investment advisory services, financial planning, and consulting. They manage separate accounts with various investment types. Financial planning covers budgeting, retirement, estate, and business succession planning. They also provide sales and marketing services to investment advisers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $100.0M | 0.50% |
| $100.0M - $250.0M | 0.50% |
| $250M+ | 0.50% |
Fees negotiable for accounts over $250,000,000
6 Venture, Suite 395, Irvine, CA, 92168