Sunica Edelstein is a registered investment advisor at Ocean Endowment Partners, LLC, based in Chicago, IL, with 15 years of industry experience. Sunica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $700M 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 $1.0M | 1.50% |
| $1.0M - $25.0M | 1.25% |
| $25.0M - $100.0M | 1.00% |
| $100M+ | 0.80% |
Fees are not negotiable, but the Advisor may, in its sole discretion, reduce, waive or calculate differently any fees with respect to any Client account. In certain instances, a Client will be charged a minimum fee as negotiated with the Advisor.
Fee Estimator
Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ocean Endowment Partners, LLC
State Registrations2 states
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