Valuetree Investments, LLC
Valuetree Investments, LLC (CRD# 150598) is a financial advisory firm headquartered in Charlotte, NC. They manage $2,754,931 in 21 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts21ACCOUNTS
Average Account Value$131,187
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
Jeffrey Sutton (CRD# 4244836) is an Investment Advisor Representative working at Valuetree Investments, LLC in Charlotte, NC and has over 17 years of experience in the finance industry.