Valuetree Investments, LLC

Valuetree Investments, LLC (CRD# 150598) is a financial advisory firm headquartered in Charlotte, NC. They manage $2,431,319 in 21 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $115,777
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Valuetree Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey L. Sutton
CRD#: 4244836
Charlotte, NC
96
Wealthminder
score

Jeffrey Sutton (CRD# 4244836) is an Investment Advisor Representative working at Valuetree Investments, LLC in Charlotte, NC and has over 15 years of experience in the finance industry.

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