Sueing Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sueing Investments, LLC provides investment advisory services and financial planning to individuals, trusts, estates and corporations, and the brochure reports approximately $2.1 million in client assets as of February 28, 2023. The firm generally manages portfolios on a discretionary basis and may also prepare written financial plans addressing cash management, retirement, tax, estate and charitable giving considerations.
The adviser gathers client information through personal interviews to document objectives, risk tolerance and time horizon, then constructs customized portfolios and adjusts asset allocation as market conditions change, using fundamental analysis, charting and technical analysis. Accounts are continuously monitored with periodic reviews triggered by market events or changes in a client’s situation, and financial planning clients receive reports as contracted.
Sueing Investments uses several less-common billing approaches alongside AUM-based tiers: fixed monthly consultation fees for smaller account levels, hourly consultations at $100 per hour, and percentage-of-assets fees for larger accounts, with the option to debit fees directly from custodial accounts. The brochure also discloses both that advisory services are “fee-only” and that the firm sells financial products and accepts commissions, a divergence in compensation statements that clients may wish to clarify when assessing potential conflicts of interest.
Client services
Expertise
Fee options
$0 - $25,000: Monthly consultation fee of $31.25 $25,001 - $50,000: Monthly consultation fee of $62.50 $50,001 - $75,000: Monthly management fee of $93.75 $75,001 - $100,000: Monthly management fee of $125.00 $100,001 - $500,000: Annual management fee of 1.25% of net assets $500,001 - $1,000,000: Annual management fee of 1.125% of net assets $1,000,001+: Annual management fee of 1.00% of net assets
$100.00 per hour for consultations
Account minimum: $25,000 Fee-only: Fee-only basis; fees charged as described in tiers; no commissions received by the firm.
Main office
2626 Avenue Suite 300
Dallas TX 75204
Advisors at this office
1
Most active in
Texas
Also doing business as
Agent/ The Hartford · Sueing Investments LLC · Sueing Investments, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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