Jeffery Sutton is a CFP-designated registered investment advisor at Accelerate Retirement, based in Aliso Viejo, CA, with 28 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 916 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Accelerate Investment Advisors manages investment portfolios for clients, charging a fee based on the value of the assets in the account. The maximum annual fee is 1.50%, but fees are negotiated on a per-client basis. There is a minimum account balance of $25,000, though exceptions may apply to employees and relatives of Accelerate or existing clients. Fees are collected quarterly in arrears and are automatically deducted from the client's account.
Location
120 Vantis Dr., Suite 330, Aliso Viejo, CA, 92656
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jeffery works as a Retirement Plan Advisor for Axial Benefits Group since April 2024. This activity is investment-related and takes up all of Jeffery's time during business hours.
Employment History
Current Registrations
Accelerate Retirement
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Donegal Investment Advisors, INC.
Donegal Securities, INC.Broker
Nutmeg Securities, LTD.Broker
Epsilon Management Services, INC.Broker
New England SecuritiesBroker
State Registrations1 state
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