How does the advisor help clients – Key Takeaways:
SUTTER CAPITAL PARTNERS, LLC is a financial advisory firm that provides expert guidance and services to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, SUTTER CAPITAL PARTNERS, LLC offers a range of financial services and works closely with clients to create personalized strategies for wealth management, retirement planning, and more.
Facts and Insights:
SUTTER CAPITAL PARTNERS, LLC has been in business for over 15 years and has established a strong reputation for providing high-quality financial advice and services. As of 2020, the firm manages over $500 million in assets under management and has a team of 10 dedicated advisors.
At SUTTER CAPITAL PARTNERS, LLC, the focus is on building long-term relationships with clients and helping them achieve financial success. Their team of advisors brings a wealth of expertise and knowledge to the table, utilizing their extensive experience and staying up-to-date with industry insights and trends to provide clients with the best possible financial solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered:
SUTTER CAPITAL PARTNERS, LLC offers a wide range of financial services to help clients achieve their goals. These include:
- Wealth Management
- Retirement Planning
- Investment Management
- Estate Planning
- Education Savings
- Tax Planning
- Insurance Solutions
Client Types:
SUTTER CAPITAL PARTNERS, LLC works with a diverse range of clients, including high-net-worth individuals, families, and business owners. Their services are tailored to fit the unique needs and goals of each client, ensuring personalized and effective financial solutions.
Fees & Compensation:
SUTTER CAPITAL PARTNERS, LLC operates on a fee-based compensation model, meaning that they charge a percentage of assets under management as their fee. This transparent and straightforward approach ensures that the firm’s interests are aligned with those of its clients, as they aim to help clients grow their assets and achieve their financial goals.
Background:
SUTTER CAPITAL PARTNERS, LLC was founded in 2005 with a mission to provide comprehensive and custom-tailored financial advice to clients. The firm’s team of advisors has over 50 years of combined experience in the financial industry, and each advisor brings a unique set of skills and expertise to the table. SUTTER CAPITAL PARTNERS, LLC is headquartered in New York City and serves clients nationwide.
Financial Advisor Disclosures to Know:
SUTTER CAPITAL PARTNERS, LLC operates with full transparency and provides all necessary disclosures to clients. These include any conflicts of interest, potential risks, and fees associated with their services. The firm also adheres to all regulatory compliance standards and regularly reviews its policies and procedures to ensure they are in line with industry best practices.
Overall, SUTTER CAPITAL PARTNERS, LLC is a trusted and reputable financial advisory firm that puts its clients’ interests first. With a dedicated team of experienced and knowledgeable advisors and a personalized approach to financial planning, the firm is well-equipped to help clients achieve their long-term financial goals.