Overview

Headquarters
Armonk, NY
Total Firm Assets
$397 million
Average High-Net-Worth Client Portfolio Size
$5.7 million
Stated Minimum Account Size
$1,000,000

Fee Disclosure

Source: SUTTON PLACE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2026-09-08) · View brochure text

MinMaxDisclosed Annual Rate
$0 $500,000 2.00%
$500,001 $1,000,000 1.75%
$1,000,001 $3,000,000 1.50%
$3,000,001 $10,000,000 1.25%
$10,000,001 $50,000,000 1.00%
$50,000,001 and above 0.75%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $18,750 1.88%
$5 million $73,750 1.48%
$10 million $136,250 1.36%
$50 million $536,250 1.07%
$100 million $911,250 0.91%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
72.07%
Number of High-Net-Worth Clients
50
Total Client Accounts
457
Discretionary Accounts
451
Non-Discretionary Accounts
6

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
298989
  • SUTTON PLACE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2026-09-08) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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