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How does the advisor help clients – Key Takeaways:
SUTTON FINANCIAL GROUP is dedicated to helping its clients achieve financial success through expert guidance and personalized strategies. The firm offers a wide range of financial services and caters to various client types, providing them with comprehensive solutions to meet their unique needs. SUTTON FINANCIAL GROUP is backed by a team of experienced advisors, who strive to provide quality and transparent services to their clients.
Facts and Insights
SUTTON FINANCIAL GROUP has been in the financial industry for over 20 years, providing clients with top-notch financial advice and services. As of 2019, the firm has more than $5 billion in assets under management and an impressive team of over 100 advisors. These numbers reflect the firm’s strong presence in the market and its ability to consistently deliver successful outcomes for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $5 billion | 100+ |
Financial Services Offered
SUTTON FINANCIAL GROUP offers a comprehensive range of financial services, including portfolio management, retirement planning, tax planning, estate planning, and risk management. This wide array of services allows clients to have all of their financial needs met under one roof, making their experience more convenient and efficient.
Client Types
SUTTON FINANCIAL GROUP caters to a diverse range of clients, including individuals, families, and businesses. The firm has specialized solutions for each client type, considering their unique financial goals and objectives. This personalized approach allows SUTTON FINANCIAL GROUP to better serve its clients and meet their individual needs.
Fees & Compensation
The fees and compensation structure at SUTTON FINANCIAL GROUP is transparent and based on a fee-only model. This means that the firm does not receive any commissions or incentives for recommending specific financial products or services. This aligns the interests of the firm with those of its clients, creating a trustworthy and fair relationship.
Background
SUTTON FINANCIAL GROUP was founded by John Sutton, a seasoned financial expert with over 30 years of experience in the industry. John’s goal was to provide holistic financial services to clients and help them achieve their financial goals. Under his leadership, SUTTON FINANCIAL GROUP has grown to become a respected and trusted firm in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, SUTTON FINANCIAL GROUP has a legal obligation to act in the best interests of its clients. The firm follows a strict code of ethics and transparency, ensuring that clients are fully aware of any potential conflicts of interest. In addition, SUTTON FINANCIAL GROUP is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC), providing clients with an added layer of protection and security.