Sugar Maple Asset Management, LLC is a highly reputable investment advisory firm based in Sister Bay, WI. With a team of three experienced professionals, they specialize in providing top-notch investment advisory services to a diverse clientele. Demonstrating their expertise, Sugar Maple Asset Management boasts an impressive average of approximately $181,060,000 in assets under management per investment advisor, surpassing the industry average.
The company's compensation structure is flexible and tailored to meet their clients' needs. It includes various types such as a percentage of assets under management, fixed fees, performance-based fees, and hourly charges. This ensures that clients have options that align with their specific financial goals.
Sugar Maple Asset Management caters primarily to high-net-worth individuals, managing over $198,800,000 in assets across their portfolio. Impressively, 96% of the assets they handle are discretionary, reflecting their clients' trust in their expertise and decision-making capabilities.
Operating out of two offices, Sugar Maple Asset Management has established itself as a trusted presence in the financial advisory industry. Their team comprises seasoned professionals, including long-tenured advisors Amy Zellner, Terrence Jack, and Jeremy Schwab, who bring a wealth of experience and insight to their clients' investment strategies.
With their commitment to personalized service and a track record of success, Sugar Maple Asset Management, LLC continues to excel in guiding their clients towards their financial objectives, solidifying their reputation as a leading investment advisory firm in the region.