Eliot Bares
Eliot Bares is a CFP-designated registered investment advisor at Mcglone Suttner Wealth Management, INC., based in Rockville, MD, with 4 years of industry experience. Eliot operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 708 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
McGlone Suttner charges an annual fee, up to 1.5%, for managing your investments. The exact fee is determined based on the value of your portfolio, the complexity of your situation, and the services provided. Fees are charged in advance each quarter, based on the portfolio value at the end of the previous quarter. Fees are negotiable.
Location
Rockville, MD
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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
Eliot is an investor in Fours Capital LLC, a trading fund, and A-1 Creative Acquisition LLC, a packaging business. Eliot has no decision-making authority in either entity and dedicates no time to these activities.
Employment History
Current Registrations
Mcglone Suttner Wealth Management, INC.
Previous Registrations
Chequers Financial Management LLC
Kerntke Otto Mcglone Wealth Management Group
State Registrations2 states
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