Sutton Financial disagrees with the Traditional Fee-Based Model where Financial Advisers collect more when your investments rise. Sutton Financial wants to help you keep more of what you earn in the market; this is why Sutton Financial does not charge you a Financial Adviser Fee for managing your investments in an Advisory Account1.
Rather than tying our fees to your investments, we developed our Flat-Fee Financial Planning Model around reducing the fees you pay a Financial Adviser while providing you with the most comprehensive financial planning services at the least possible cost.
With our Comprehensive Flat-Fee Financial Planning Model, you pay a flat fee no matter what direction the market takes. History shows the stock market has been up more often than down2.
The Sutton Financial Flat-Fee Financial Planning Model was inspired by the co-operative, credit union and mutual insurance business models that are established not simply to make money but to create economic benefit for all.
1 Note, additional fees for the Registered Investment Advisor, Eagle Strategies, LLC (“Eagle”), sub-manager (if applicable), Platform, administrative fees (including minimum fee), 12b-1, and Expense Ratio fees may apply. Any Eagle, administrative, sub-manager or Platform fee will be reflected in the Sponsor Fee on your Statement of Investment Selection and is fully described in Eagle’s Form ADV Part 2A. The Sponsor Fee will vary depending on the selected program, manager, strategy, and the amount of assets invested through the platform.
2 Source: www.standardandpoors.com. Calendar year-end returns showed positive performance 33 out of the last 40 years. Past performance is not indicative of future results. The S&P 500 index is an unmanaged index and is widely regarded as the standard for measuring large-cap U.S. stock market performance. “S&P 500” is a trademark of the McGraw-Hill Companies. Investors cannot invest directly in an index.