Sunrise Wealth Management is a registered investment advisor located in Tucson, Arizona, led by Nicholas Healy. The firm provides personalized services to individuals, including investment management, comprehensive financial planning, limited-engagement planning, and net worth management. Sunrise Wealth Management tailors its approach to each client's specific goals, risk tolerance, and time horizon. Investment management services are typically provided on a discretionary basis, meaning the firm makes trades on your behalf without needing approval for every transaction. The firm builds portfolios by allocating investments across four main asset classes: equities, fixed-income, alternative investments, and cash. In addition to investment and financial planning, the principal is also involved in an outside tax planning and preparation business.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable and calculated based on the market value of assets at the end of the preceding month.