McGlone Suttner Wealth Management provides customized investment advisory services, including asset management and financial planning. They work with individuals, qualified plans, and businesses, tailoring their services to each client's financial situation and goals. McGlone Suttner uses a combination of individual investments and model portfolios to meet client needs.
Assets Under Management$1B
Clients708
Advisors8
Avg. per Client$1.4M
Avg. per Advisor$130M
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Fee Structure
Planning is included in investment management (also available separately)
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.
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