SunStreet Securities provides investment management and financial planning services primarily to individual clients. Founded and owned by Mike Haddad, SunStreet Securities tailors diversified portfolios using mutual funds and other securities to meet each client's specific goals. The firm operates on a non-discretionary basis, meaning clients must approve trades before they are executed. In addition to portfolio management, SunStreet Securities offers financial planning, asset reviews, and written financial plans. The firm is also registered as a securities broker-dealer and may recommend mutual funds or other products through its brokerage operations, which creates a potential conflict of interest regarding how representatives are compensated. SunStreet Securities may also refer clients to third-party investment advisors for asset management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.75% |
| $25K - $250K | 2.75% |
| $250K - $750K | 2.50% |
| $750K - $2.0M | 2.00% |
| $2M+ | 1.50% |
All fees are subject to negotiation. Annual advisory fees above 2.00% are above industry standards.