Sueing Investments, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 1, 2023. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“In order to be of service to investors with different needs, SUEING INVESTMENTS, LLC will provide hourly consultations for a fee of $100.00 per hour.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sueing Investments, LLC’s fees compare

• Its hourly rate of $100 is below the Texas median of $275. None of the 468 other Texas planners that publish an hourly rate charge less.
• 1 of the 56 other planners in Dallas that publish an hourly rate charge less.

About Sueing Investments, LLC

• Founded: 2005 (21 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

20

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$12,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

139154

Website

sueinginvestments.com (opens in new tab)

Phone

(214) 800-2340

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