Janice Hammond
Janice Hammond is a registered investment advisor at Sunrise Financial Services LLC, based in Burien, WA, with 17 years of industry experience. Janice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 271 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sunrise Financial Services offers investment management with fees based on the amount of your portfolio. There are two fee schedules depending on the platform used:
AE Wealth Management, LLC:
- First $1,000,000: 1.20% per year
- Amounts over $1,000,000: 1.0% per year
For stocks or other holdings managed outside of Sunrise models, the annual fee is 0.50%.
American Funds Service Company:
- Up to $499,999: 1.00% per year
- $500,000 to $1,999,999: 0.85% per year
- $2,000,000 to $4,999,999: 0.50% per year
- $5,000,000 and Over: 0.35% per year
Fees may be negotiable. Accounts within the same household may be combined for a reduced fee.
Location
431 SW Ambaum Blvd, Burien, WA, 98166
Get directionsHistory
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
Janice owns Sunrise Financial Services, where she works as an insurance producer and financial advisor, selling annuities, life, long-term care, health, and Medicare insurance plans, and providing financial planning and investment recommendations. She also owns Short Women Enterprises LLC, rental properties, and JJH Business Development Corp, dedicating about 10-20% of her time to the latter.
Employment History
Current Registrations
Sunrise Financial Services LLC
Madison Avenue Securities, LLCBroker
Previous Registrations
Madison Avenue Securities, LLC
Questar Capital CorporationBroker
Questar Asset Management, INC.
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Madison Avenue Securities, INC.
Madison Avenue Securities, INC.Broker
State Registrations20 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.