David Sutton is a registered investment advisor at Private Client Services, LLC, based in Red Bank, NJ, with 10 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
11 Wharf Avenue, Suite 4, Red Bank, NJ, 07701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is a registered investment advisor (RIA) at Invst. and spends about half his time on this activity, with minimal time during trading hours.
Employment History
Current Registrations
Private Client Services, LLCBroker
Invst, LLC
Previous Registrations
Park Avenue Securities LLCBroker
Equity Services, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations10 states
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