Suttle Crossland Wealth Advisors, LLC
Assets Under Management
$44.5M
Number of Clients
32
Number of Advisors
2
Average Client AUM
$1.4M
AUM per Advisor
$22.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Suttle Crossland Wealth Advisors, LLC offers wealth management services encompassing investment management and financial planning. They provide continuous advice based on individual client needs, developing personalized investment policies and managing portfolios accordingly. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning.
Fee Structure
For wealth management services, the standard advisory fee is 0.55% of assets under management, negotiable, prorated, and paid quarterly in arrears. The minimum annual advisory fee is $2,750, and the maximum is $11,000. Financial planning services include ongoing comprehensive planning (up to $500 upfront, then $100-$1,000/month), project-based planning ($400-$12,000 fixed fee), and hourly planning ($285/hour). Retirement plan consulting fees are up to 0.50% of assets under advisement, negotiable, and prorated, with a possible initial consulting fee of $0-$5,000. Clients may incur additional charges from custodians and brokers.
Areas of Practice
Location
20715 N Pima Road, Suite 108, Scottsdale, AZ, 85255
