Suttle Crossland Wealth Advisors (SCWA) offers investment management and financial planning services. SCWA provides ongoing investment advice based on individual client needs, developing investment policies and managing portfolios. SCWA also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. SCWA may include Held Away Investment Accounts when calculating the total assets under management when assessing the annual advisory fee.
Fee Structure
SCWA charges an annual advisory fee of 0.55% based on the value of your portfolio. This fee is negotiable. The minimum annual advisory fee is $2,750, and the maximum is $11,000. SCWA may include the value of accounts held elsewhere, such as 401(k)s and 529 plans, when calculating your total advisory fee.
