Advisor at Sugden Wealth Management, LLC
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Firm
Sugden Wealth Management, LLC
Location
Denver, CO 80206
Credentials
CFP®, Series 66
Industry experience
15 years
George Sugden is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. He has operated Sugden Wealth Management, LLC, an independent registered investment adviser based in Denver, Colorado, since 2012. Sugden Wealth Management serves individual and high-net-worth clients with non-discretionary portfolio management, financial planning, and advisory services for held-away retirement accounts. The firm employs a Modern Portfolio Theory approach focused on long-term allocation and diversification, primarily manages assets on a non-discretionary basis, and utilizes options strategies such as collars in separately managed accounts.
Based on Sugden Wealth Management, LLC
Based on Sugden Wealth Management, LLC
Fixed financial planning fees ranging from $3,000 to $5,000; flat fee for 401(k) advice negotiable up to $2,000 per account ($500 quarterly)
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $6,000,000: 0.60% $6,000,001 - $10,000,000: 0.55% $10,000,001+: 0.45%
$250 per hour for financial planning services
Account minimum: $1,000,000 Fee-only: Financial planning fees offered hourly at $250 per hour or fixed fees ranging from $3,000 to $5,000 depending on complexity
100 Fillmore Street, Suite 562
Denver, CO 80206
Colorado
Sugden Wealth Management, LLC
2012 - Present (14 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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