Sunsierre Atkinson is a CFP-designated registered investment advisor at Team Financial Planning, based in Union, NJ, with 2 years of industry experience. Sunsierre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 6 clients with $3.8M 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 | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable. Household accounts may be aggregated for fee calculation purposes.
Fee Estimator
Location
Union, NJ
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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 →Other Business Activities
Sunsierre Atkinson is the founder of Teach Everyone About Money LLC, a coaching and teaching business. This activity does not occur during trading hours.
Employment History
Current Registrations
Team Financial Planning
State Registrations1 state
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Exams
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