Sutter Capital Partners, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sutter Capital Partners offers non-discretionary investment advisory services, financial planning, and consulting. They manage separate accounts with stocks, bonds, mutual funds, and ETFs. Financial planning covers budgeting, retirement, estate, and tax planning. They also provide sales and marketing services to investment advisers.
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
Location
6 Venture, Suite 395, Irvine, CA, 92168