Douglas Deibele is a registered investment advisor at Sunrise Capital Management LLC, based in Camas, WA, with 10 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 64 clients with $85M 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 $500K | 1.50% |
| $500K - $1.0M | 1.45% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.35% |
| $5M+ | 1.30% |
Fees, account minimums and payment terms are negotiable depending on the client's unique situation.
Fee Estimator
Location
Camas, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sunrise Capital Management LLC
State Registrations1 state
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