Sundvold Financial provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Founded in 1997, the registered investment advisor takes a process-driven approach, gathering quantitative and qualitative data to develop comprehensive financial solutions. Services include cash flow management, insurance reviews, investment management, education funding, retirement planning, tax planning, and estate planning. Sundvold Financial acts in the client's best interest, does not accept product sales commissions or soft-dollar payments, and operates as an independent insurance agent offering health and life insurance products. Investments are managed on a non-discretionary basis primarily utilizing institutional money managers, no-load mutual funds, and exchange-traded funds through discount brokerage firms.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Subject to a minimum annual fee of $2,500. Fees are negotiable under certain criteria.