A complete list of active advisors currently associated with Sueing Investments, LLC

Warmer can help you find a great advisor at Sueing Investments, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sueing Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.