Sundowner Capital Management offers investment management services to individuals, high net worth individuals, and charitable organizations. They create personalized investment policies based on client goals, risk tolerance, and time horizons. Sundowner manages accounts on a discretionary basis and invests in various securities, including exchange-listed securities, over-the-counter securities, corporate debt, municipal securities, mutual funds, and U.S. government securities.
Assets Under Management$77M
Clients75
Advisors1
Avg. per Client$1M
Avg. per Advisor$77M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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