Top financial advisors in Sister Bay, WI
We’ve curated a list of the best financial advisors in Sister Bay, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$191,600,000
Number of advisors
3 advisors
| $191,600,000 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Sister Bay, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sister Bay. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Sugar Maple Asset Management, LLC
Sugar Maple Asset Management, LLC, a registered investment adviser, was established in January 2016 and is located in Sister Bay, WI. The firm specializes in Investment Management Services and Retirement Plan Services for various clients, including high net worth individuals, pension plans, private funds, trusts, and more. The firm's investment strategy involves creating personalized Investment Policy Statements for clients and managing advisory accounts on a discretionary basis. Clients have the opportunity to place restrictions on their accounts and retain ownership of securities. The firm may recommend the use of third-party Sub-Advisors to manage client assets. The minimum initial investment for fully managed discretionary accounts is $50 per account, with additional market value fees ranging from 1.00% to 0.65% based on account size. The firm may charge an additional investment management fee for assets held in irrevocable trusts. Clients can also opt for an individual stock portfolio management service with an additional 0.25% fee. The firm charges a relationship fee of $4,000 annually, which may be waived at the firm's discretion. The advisors at Sugar Maple Asset Management act as fiduciaries, putting clients' interests first. Clients have investment discretion over their accounts, and the firm does not maintain custody of client assets. The firm's investment philosophy is based on fundamental analysis, focusing on long-term historical data and asset category relationships. Clients are advised on potential risks associated with their investments, such as market risk, interest rate risk, and liquidity risk. The firm's advisors are highly qualified, with certifications such as CFP® and CFA™. For more information, you can contact Sugar Maple Asset Management at (920) 585-4985 or visit their website at www.sugarmapleam.com.
$191,600,000 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Sister Bay, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Sister Bay. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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