Sunset Financial Management offers financial planning and investment management services tailored to individual client needs. Financial plans can be comprehensive or focus on specific areas like investments, insurance, taxes, or estate planning. Investment management is based on a client's financial situation, goals, and risk tolerance. Clients receive quarterly reports and have direct access to Sunset Financial Management to discuss their accounts.
Assets Under Management$10M
Clients2
Advisors1
Avg. per Client$5M
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Sunset Financial Management charges a flat fee for managing your investments. The exact fee depends on the amount and type of assets, as well as the financial planning services you receive throughout the year. This fee does not include transaction fees charged by the brokerage firm.
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