Sutter Capital Partners offers non-discretionary investment advisory services, managing portfolios that include stocks, bonds, mutual funds, exchange-traded funds, and pooled investment vehicles based on individual client goals and restrictions. In addition to investment management, Sutter Capital Partners provides financial planning and consulting services covering budgeting, cash flow, tax analysis, education planning, retirement, estate planning, and business succession. The firm also engages in sales and marketing services for third-party investment managers. Accounts are generally held through affiliated or unaffiliated broker-dealers and qualified custodians.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 are negotiable based on account size, investment strategy, and services provided.