Sutterfield Financial Group, INC.
Assets Under Management
$220.8M
Number of Clients
1,003
Number of Advisors
7
Average Client AUM
$220K
AUM per Advisor
$31.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sutterfield Financial Group (SFG) offers financial planning, consulting, and investment management services. Planning includes retirement, education, estate, and tax planning. Investment management is offered on a discretionary or non-discretionary basis, primarily using mutual funds, ETFs, and individual securities. SFG may recommend its affiliate, Seraph Capital Associates, LLC, as a third-party money manager.
Fee Structure
SFG charges fees for financial planning and investment management. Financial planning fees are negotiable, ranging from $75-$350 hourly or $500-$100,000 annually. Investment management fees vary between 0.40% and 2.40% annually, depending on portfolio size and services. Clients also incur third-party charges from broker-dealers and custodians. SFG may negotiate lower fees based on certain criteria.
Areas of Practice
Location
501 SE Fourth Street, Bartlesville, OK, 74003