Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $100.0M | 0.50% |
| $100.0M - $250.0M | 0.50% |
| $250M+ | 0.50% |
Fees negotiable for accounts over $250,000,000.
Fee Estimator
For investment advisory services, Sutter receives an annual management fee based on the size of the account and the investment strategy. Fees are negotiable. Clients may incur fund-level product charges when investing in mutual funds or ETFs. Financial planning and consulting services are offered at an hourly rate ($200-$500) or a fixed fee ($5,000-$15,000).
Areas of Practice
Advisor Information
Office location
6 Venture, Suite 395, Irvine, CA, 92168
Get directionsRegulatory History (1)
Customer Dispute
October 2020Other Business Activities
Daniel is involved in numerous business activities, including holding companies, consulting firms, and investment-related ventures. These activities include Boustead & Company Limited, The Bosphorous Group, Inc., Cadogen & Cie Limited, and others, taking up varying amounts of his time from minimal to about 10% of the time.