Suncoast Equity Management, LLC

Fee-Only (% of Portfolio)

Suncoast Equity Management helps clients preserve and grow their capital by selecting primarily Large Cap equities. At a client’s request, Suncoast may oversee other investments including fixed income and mutual funds. Suncoast evaluates each client's current investments with respect to their risk tolerance and time horizon. Suncoast may request authority to make trades without asking first.

Assets Under Management$1.9B
Clients809
Advisors7
Avg. per Client$2.3M
Avg. per Advisor$270M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is negotiable depending upon the needs of the client and complexity of the situation.

Fee Estimator
Your Portfolio Value
$500K
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Location

7 Advisors at this firm

Suncoast Equity Management, LLC | TrueAdvisor