How does SUTTLE CROSSLAND WEALTH ADVISORS, LLC help clients? – Key Takeaways:
- Provides expert financial advice to clients
- Utilizes a personalized approach for each client
- Offers a wide range of financial services
- Specializes in serving specific client types
- Transparent fees and compensation structure
Facts and Insights
SUTTLE CROSSLAND WEALTH ADVISORS, LLC is an independent financial advisory firm that has been in business for over 10 years. The firm is dedicated to providing clients with personalized financial planning and investment management services. The advisors at Suttle Crossland have years of experience and expertise in the financial industry, making them a reliable and trustworthy choice for clients seeking financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10+ years |
Financial Services Offered
- Financial planning and analysis
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning
Client Types
SUTTLE CROSSLAND WEALTH ADVISORS, LLC specializes in serving individuals, families, and small businesses. They also have expertise in working with high net worth clients and those who are nearing retirement or already retired. The firm understands that every client has unique financial goals and needs, and they tailor their services to meet those specific needs.
Fees & Compensation
SUTTLE CROSSLAND WEALTH ADVISORS, LLC operates on a fee-only basis, meaning they do not receive commissions or sales incentives for recommending certain products or services. This allows them to provide unbiased and objective advice to clients. The fees for their services are based on a percentage of assets under management, providing a transparent and straightforward compensation structure.
Background
SUTTLE CROSSLAND WEALTH ADVISORS, LLC was founded by John Suttle and Tim Crossland, both of whom have over 20 years of experience in the financial industry. They have a team of knowledgeable and experienced advisors who work together to provide clients with top-notch financial advice and services. The firm is committed to continuously learning and staying up-to-date on industry trends and changes to better serve their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, SUTTLE CROSSLAND WEALTH ADVISORS, LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. This ensures that their recommendations and decisions are always in line with their clients’ goals and needs. The firm also has a strict code of ethics and disclosure policies to maintain their clients’ trust and confidence.