Sun Valley Advisors manages investment portfolios for individuals, retirement plans, trusts, estates, and businesses. They build globally diversified portfolios using closed-end funds purchased at a discount and exchange-traded funds (ETFs). Risk is managed by adjusting the percentage of cash equivalents in the portfolio. Clients can set investment restrictions and change their risk preferences at any time.
Assets Under Management$16M
Clients35
Advisors1
Avg. per Client$470K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.88% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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