Sunni Allen is a registered investment advisor at Three Arch Wealth Management LLC, based in Irvine, CA, with 4 years of industry experience. Sunni operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 228 clients with $500M 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 | 0.90% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.45% |
| $4.0M - $6.0M | 0.30% |
| $6.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Fees may be negotiable.
Fee Estimator
Location
300 Spectrum Center Drive, Suite 1030, Irvine, CA, 92618
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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
Three Arch Wealth Management LLC
Previous Registrations
Index Fund Advisors, INC.
Apriem Advisors
Foresters Financial Services, INC.Broker
State Registrations1 state
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