Sumnicht & Associates provides family office services to high-net-worth clients. The firm's senior advisor has over thirty years of experience in finance, investments, and business. Sumnicht & Associates coordinates skilled professionals, estate planning attorneys, independent trust companies, tax accountants/CPAs, and sociologists/therapists for integrated family wealth and investment services. Sumnicht & Associates is no longer accepting new investment advisory clients.
Assets Under Management$100M
Clients10
Advisors2
Avg. per Client$10M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.60% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees may be negotiable. On an individual/case-by-case basis, Sumnicht & Associates may decide to accept accounts less than $500,000 and in that case, the annual fee is 1.25% for such accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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