John Berndt is a registered investment advisor at Sunesis Advisors, LLC, based in Overland Park, KS, with 4 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 13 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sunesis Advisors may charge a fixed retainer fee or a fee based on the value of your portfolio. The portfolio-based fee ranges from 0.10% to 1.0% per year, charged quarterly in advance. These fees do not include trading costs, outside manager fees, or custodial fees.
Location
6750 W 93rd Street, Suite 250, Overland Park, KS, 66212
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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 →Employment History
Current Registrations
Sunesis Advisors, LLC
Previous Registrations
Prairie Capital Management INC
State Registrations1 state
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