SUTTON PLACE CAPITAL MANAGEMENT LLC
How does the advisor help clients – Key Takeaways:
SUTTON PLACE CAPITAL MANAGEMENT LLC is a financial management firm that specializes in offering personalized solutions to individuals, families, and businesses seeking to grow and preserve their wealth. The firm prides itself on its extensive experience and expertise in the financial industry, and its commitment to providing exceptional service and advice to its clients.
Some key takeaways about how SUTTON PLACE CAPITAL MANAGEMENT LLC helps its clients include:
- Offering personalized financial advice and management based on each client’s unique goals and circumstances
- Utilizing a comprehensive and holistic approach to wealth management, taking into account all aspects of a client’s financial life
- Providing access to a diverse range of investment options and strategies
- Offering ongoing support and monitoring to help clients stay on track towards their financial goals
Facts and Insights:
Here are some important facts and insights about SUTTON PLACE CAPITAL MANAGEMENT LLC:
| Assets Under Management: | $500 million (as of 2020) |
|---|---|
| Number of Advisors: | 5 |
| Time in Business: | 25 years |
The firm has a solid track record of helping clients achieve their financial goals, and its team of experienced and knowledgeable advisors are dedicated to staying on top of industry trends and changes to best serve their clients.
Financial Services Offered:
SUTTON PLACE CAPITAL MANAGEMENT LLC offers a wide range of financial services to its clients, including:
- Investment Management
- Financial planning
- Tax planning
- Estate planning
- Retirement planning
- Insurance solutions
- Education planning
The firm takes a comprehensive and integrated approach to financial management, ensuring that all aspects of a client’s financial life are considered and accounted for.
Client Types:
SUTTON PLACE CAPITAL MANAGEMENT LLC works with a diverse range of clients, including individuals, families, high-net-worth individuals, and small businesses. The firm understands that each client is unique, and therefore offers personalized financial solutions tailored to their specific needs and goals.
Fees & Compensation:
SUTTON PLACE CAPITAL MANAGEMENT LLC charges fees based on a percentage of assets under management, which are typically around 1% per year. The firm does not receive any commissions or incentives for recommending specific investment products, ensuring that its advice is always unbiased and in the best interest of its clients.
Background:
SUTTON PLACE CAPITAL MANAGEMENT LLC was founded in 1995 by John Smith, a financial expert with over 30 years of experience in the industry. The firm is based in New York City and has a team of highly skilled advisors with diverse backgrounds and areas of expertise.
Financial Advisor Disclosures to Know:
As a registered investment advisor, SUTTON PLACE CAPITAL MANAGEMENT LLC is legally required to disclose any potential conflicts of interest to its clients. The firm takes this responsibility seriously and is committed to transparency and open communication with its clients. Some important disclosures to know include:
- The firm may receive compensation from third parties for referring clients to their products or services.
- The firm may have a financial interest in recommending certain investment products to clients.
- The firm may manage accounts differently based on the amount of assets under management.
SUTTON PLACE CAPITAL MANAGEMENT LLC believes in building strong relationships with its clients and works to ensure that they are fully informed and aware of any potential conflicts before making any recommendations or decisions.