Mcglone Suttner Wealth Management, Inc
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Overview
Mcglone Suttner Wealth Management, Inc is an advisory company located in Appleton, Wisconsin. The company administers $549.1 million in assets under management across 1,891 accounts, making it one of the larger investment advisory firms in the United States by assets under management (AUM). Mcglone Suttner Wealth Management, Inc has a small team, including 6 financial advisors. Mcglone Suttner Wealth Management, Inc is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments like options, bonds and equities.
Mcglone Suttner Wealth Management, Inc oversees all of the company's client assets in a discretionary manner. Discretionary management is a structure in which transaction decisions are made by an investment advisor without requiring the customer's permission. The advisory firm's average account size is $290,350. An average financial advisor at Mcglone Suttner Wealth Management, Inc administers about 315 client accounts.
Mcglone Suttner Wealth Management, Inc's headquarters is located at 3501 E Evergreen Drive, Appleton, Wisconsin 54913. Mcglone Suttner Wealth Management, Inc is legally permitted to serve customers throughout 6 states, including Colorado, Florida, Minnesota, Tennessee, Texas and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mcglone Suttner Wealth Management, Inc by the Numbers
$549.1 million
11
1,891
$290.3 thousand
Products and Services
Mcglone Suttner Wealth Management, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. In the prior fiscal year, it provided 251-500 of its accounts with financial planning services. It is not involved in selling products or offering services aside from investment advice to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services depend on the financial services offered. Fees billed by the company can include some blend of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm caters to retail investors and high net worth investors. Out of its 1,891 clients, Mcglone Suttner Wealth Management, Inc's biggest client by number of accounts is retail investors, but it also manages money for 209 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 34.89%
- Other Individuals - 65.11%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Mcglone Suttner Wealth Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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