Suttle Crossland Wealth Advisors, LLC
Assets Under Management
$44.5M
Number of Clients
32
Number of Advisors
2
Average Client AUM
$1.4M
AUM per Advisor
$22.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Suttle Crossland Wealth Advisors provides wealth management services encompassing investment management and financial planning. They offer ongoing comprehensive and project-based financial planning services, covering areas like retirement, risk management, college savings, and tax planning. They primarily advise on stocks, bonds, mutual funds, and ETFs.
Fee Structure
Minimum Investment:$100K
Minimum Annual Fee:$2,750
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
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Location
20715 N Pima Road, Suite 108, Scottsdale, AZ, 85255
