How does the advisor help clients – Key Takeaways:
SUTTERFIELD FINANCIAL GROUP, INC. is a highly reputable financial firm that offers expert guidance and solutions to individual and corporate clients. Through their team of experienced advisors, SUTTERFIELD FINANCIAL GROUP, INC. provides personalized financial planning and investment management services to help clients achieve their short-term and long-term financial goals. Their approach is centered around building lasting relationships with clients and providing them with comprehensive, objective financial advice.
Facts and Insights
SUTTERFIELD FINANCIAL GROUP, INC. was founded in 1998 and has been in business for over 20 years. The company has grown exponentially over the years, with assets under management now totaling $2.5 billion. With a team of 25 advisors, SUTTERFIELD FINANCIAL GROUP, INC. is well-equipped to serve a wide range of clients and provide them with the necessary expertise and resources to achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 25 | 20+ years |
Financial Services Offered
SUTTERFIELD FINANCIAL GROUP, INC. offers a wide range of financial services to help clients effectively manage their wealth and achieve their financial goals. This includes investment management, retirement planning, college savings planning, estate planning, tax planning, risk management, and more. Their team of advisors is well-versed in these areas and can provide tailored solutions to meet the unique needs and goals of each client.
Client Types
SUTTERFIELD FINANCIAL GROUP, INC. serves a diverse clientele, including high-net-worth individuals, families, entrepreneurs, business owners, and corporate clients. They have the expertise and experience to assist clients at any stage of their financial journey and can adapt their services to cater to the specific needs of each client.
Fees & Compensation
SUTTERFIELD FINANCIAL GROUP, INC. operates on a fee-only basis, meaning they do not receive any commissions or incentives for recommending specific investment products. This ensures that their advice is completely unbiased and in the best interest of their clients. The fees charged by SUTTERFIELD FINANCIAL GROUP, INC. are transparent and based on the services provided, not the sale of financial products.
Background
SUTTERFIELD FINANCIAL GROUP, INC. was founded by John Sutterfield, a highly experienced and knowledgeable financial advisor. He has built a team of proficient advisors who share his vision of providing exceptional financial services to clients. SUTTERFIELD FINANCIAL GROUP, INC. continues to strive for excellence in the financial industry and to help clients achieve financial success.
Financial Advisor Disclosures to Know
SUTTERFIELD FINANCIAL GROUP, INC. prides itself on transparency and maintaining the highest ethical standards. They follow all regulations and laws set forth by the Securities and Exchange Commission (SEC), as well as state securities laws. Clients can trust that their financial advisors at SUTTERFIELD FINANCIAL GROUP, INC. will always act in their best interests and provide honest and unbiased advice.