SunSage Capital is an investment management company that provides continuous investment supervisory services. SunSage Capital tailors its investment strategy based on client needs and circumstances. Clients can restrict investments in certain securities. SunSage Capital manages client assets on a discretionary basis.
Assets Under Management$95M
Clients78
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$22K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
SunSage is open to considering a 'negotiated fee by asset type schedule' as per the client's request.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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