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...
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Assets Under Mgmt

$198.8M

Investment Professionals

3

Locations

1

% 401K & Individual

4%

% Discretionary

96%
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
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