Sutter Capital Partners offers non-discretionary investment advisory services, meaning they contact you before making any investments. They manage separate accounts with stocks, bonds, mutual funds, and ETFs. Sutter also provides financial planning and consulting services, including investment assessments and due diligence. Clients are not obligated to use Sutter for investment advisory services after receiving consulting services.
Assets Under Management$0
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $100.0M | 0.50% |
| $100.0M - $250.0M | 0.50% |
| $250M+ | 0.50% |
Fees are negotiable based on the size and nature of the account, the investment strategies used, and the nature of the services provided. Over $250,000,000 is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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