Winifred Sun
Winifred Sun is a registered investment advisor at Sun Group Wealth Partners LLC, based in Irvine, CA, with 26 years of industry experience. Winifred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 353 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sun Group Wealth Partners offers investment advice through LPL Financial's advisory programs. The fees for these programs are:
- Manager Access Select: Up to 3.00% of your portfolio per year
- Model Wealth Portfolios: Up to 2.65% of your portfolio per year
- Guided Wealth Portfolios: Up to 1.35% of your portfolio per year
These fees are paid quarterly in advance. The firm also offers pension consulting services for ongoing monitoring and management, charging up to 1.00% of assets under management.
Location
17500 Red Hill Ave, Suite 140, Irvine, CA, 92614
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Winifred is involved in numerous outside business activities, including writing articles for various publications, hosting and producing media content, and co-owning a business. She also has involvement with non-variable insurance products through Sun Group Wealth Partners, Crump, and BGA Insurance, dedicating about 10-20% of her time to BGA Insurance.
Employment History
Current Registrations
Sun Group Wealth Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Stratos Wealth Partners, LTD
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.