Stephen Sustrick is a registered investment advisor at Honu Wealth Management, based in Sunnyvale, CA, with 19 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 86 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees above $2,000,000 are negotiable.
Fee Estimator
Location
Sunnyvale, CA
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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 Activities
Stephen is a director at PWWM Group, where he has been involved in non-investment related consulting, finance, and accounting since 2004. He spends about half his time to nearly full-time on these activities, with a portion of that time occurring during securities trading hours.
Employment History
Current Registrations
Honu Wealth Management
Previous Registrations
Honu Wealth Management
Hanvey Financial
Morgan Stanley
State Registrations1 state
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