McGlone Suttner Wealth Management

Financial Advisor in Appleton, WI

Firm Info
Address: 3601 E Evergreen Dr Suite 100, Appleton, WI 54913, USA
Phone: (920) 733-3872

Firm Size
Assets Under Management: $146.5 million
# of Advisors: 4
# of Clients: 351
Client to Advisor Ratio: 88:1
Average Account Size: $417,410
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

Mcglone Suttner Wealth Management, Inc. Overview

MCGLONE SUTTNER WEALTH MANAGEMENT, INC. is a registered investment advisory firm that specializes in providing investment advice only. They are a fee-only firm, meaning that they do not earn commissions or receive compensation from third-party providers, giving clients peace of mind knowing that their advice is unbiased. The firm is headquartered in Appleton, WI, and has been in the industry since 2018. MCGLONE SUTTNER WEALTH MANAGEMENT, INC. offers a variety of services to its clients. These services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. They can help clients make informed decisions about their investments and create a comprehensive financial plan that takes into account their goals, risk tolerance, and overall financial situation. The firm also offers selection of other advisors. As experts in the industry, they work with other professionals to help clients choose the best advisors and investment products. This service allows clients to make more informed decisions and ensures that they are working with professionals who have the necessary expertise and experience. In summary, MCGLONE SUTTNER WEALTH MANAGEMENT, INC. is a registered investment advisory firm that specializes in investment advice only. Their fee-only model ensures that clients receive unbiased advice. They offer a range of services, including financial planning, portfolio management, pension consulting services and selection of other advisors. The firm's headquarters is located in Appleton, WI, and it has been operating since 2018.

MCGLONE SUTTNER WEALTH MANAGEMENT, INC. offers a diverse range of financial services, catering to the unique financial needs of different clients. The firm serves individuals looking to manage their wealth effectively, as well as high net worth individuals seeking to secure their financial future. The firm's extensive experience and expertise enables them to create customized financial plans that align with their clients' goals, risk tolerance, and investment preferences. MCGLONE SUTTNER WEALTH MANAGEMENT, INC. offers multiple fee structures, each designed to cater to clients' needs and preferences. Depending on the service provided, clients can choose to pay a percentage of assets under management (AUM), which typically ranges from 0.5% to 2%, an hourly fee based on the amount of time spent on the project, or a fixed fee based on the complexity of the services required. Their fee structure is transparent, and clients are informed of all associated costs upfront. The firm strives to provide convenient and affordable financial services, ensuring effective wealth management for their clients.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, it appears that the Part 2 Brochure for McGlone Suttner Wealth Management, Inc. does not mention an investment minimum.

How This Office Can Help Appleton, WI Residents

As a trusted wealth management firm in Appleton, WI, McGlone Suttner Wealth Management offers a wide range of services to assist clients in achieving their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, their team of experienced advisors is committed to providing personalized guidance and support every step of the way. For individuals living in Appleton, WI, one common financial concern may be managing their retirement savings. McGlone Suttner Wealth Management can help you create a customized retirement plan that takes into account your unique financial situation, investment goals, and risk tolerance. They can also assist with estate planning, tax planning, and investment management to ensure that your finances are working hard for you and your family. With their diversified approach to investing, McGlone Suttner Wealth Management can help you navigate the complex world of financial markets and minimize risk while maximizing returns over the long-term.

To view the Minimum Investment and Fee Schedule for Mcglone Suttner Wealth Management, Inc., visit their Part 2 Brochure.

Services Offered by Mcglone Suttner Wealth Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Mcglone Suttner Wealth Management, Inc. most likely consist 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 offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 3601 E Evergreen Dr Suite 100, Appleton, WI 54913, USA
Phone (920) 733-3872
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Mcglone Suttner Wealth Management, Inc. is registered to service clients in the following states:

  • Colorado
  • Florida
  • Minnesota
  • Texas
  • Wisconsin

Disciplinary History

Mcglone Suttner Wealth Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs