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Sugar Maple Asset Management, Llc
Sister Bay, Wisconsin
5.0
4 Reviews
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, performan...see more
Assets Under Mgmt
$198.8M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Performance-based fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Reviews for Sugar Maple Asset Management, Llc
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