Michael Gramm is a CFP-designated registered investment advisor at Sutterfield Financial Group, INC., based in Willmar, MN, with 12 years of industry experience. Michael 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, Investment Management, and 2 more. Their firm serves 1,003 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SFG provides investment management services for an annual fee based on the amount of your portfolio. The fee ranges from 0.40% to 2.40% per year, depending on the size of your portfolio and the services provided. The fee is charged quarterly, based on the market value of your investments on the last day of the previous quarter.
Location
217 Industrial Drive Sw, Willmar, MN, 56201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a partner in M&S Properties LLC, a real estate partnership, acting as a landlord to a CPA, dedicating minimal time. He also serves as a trustee for the Olivia Siegel Trust, monitoring investments and tracking expenditures, spending minimal time.
Employment History
Current Registrations
Sutterfield Financial Group, INC.
State Registrations1 state
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