Advisor at Sutterfield Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sutterfield Financial Group, Inc.
Location
Daingerfield, TX
Credentials
Series 63, Series 65
Industry experience
18 years
Fixed fees ranging from $500 to $100,000 annually for financial planning and consulting services (negotiable)
0.40% – 2.40%, varying depending upon portfolio size and services rendered
Certain supervised persons offer securities brokerage and insurance products under separate commission arrangements; commissions vary
$75 to $350 per hour for financial planning and consulting services
Account minimum: No minimum fee or account requirements stated Fee-only: Hourly fees from $75 to $350; Fixed fees from $500 to $100,000 annually (negotiable, depending on scope and complexity)
Sutterfield Financial Group, Inc.
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
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Edward Jones
Series 66
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Edward Jones
Series 66
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Edward Jones
Series 65
Bartlesville, OK
Servant Wealth Management, LLC
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