Sutton Wealth Advisors, Inc.

Sutton Wealth Advisors, Inc., established in 2007 and based in Tampa, Florida, is a registered investment adviser offering personalized financial planning, portfolio management, and selection of other advisers services. The firm charges a fixed fee for financial planning services ranging from $1,500 to $50,000, with hourly consulting services available at $200 to $300 per hour. Portfolio management services are provided on a discretionary basis, with fees based on a percentage of assets under management (1.25% for the first $1,000,000). Investment discretion is granted to manage client accounts, with periodic reviews conducted at least semi-annually. The firm utilizes various methods of analysis and investment strategies, including charting analysis, technical analysis, and fundamental analysis. Sutton Wealth Advisors does not accept performance-based fees or engage in side-by-side management. The firm serves individuals, pension plans, trusts, and corporations, with no minimum account size required. Clients receive regular account reviews and reports, and the firm does not vote on client securities. Sutton Wealth Advisors prioritizes client privacy and maintains strict policies to safeguard personal information. Clients are provided with an annual privacy notice and can contact the firm for any privacy-related queries.