Sunesis Advisors provides financial planning and investment management services. Sunesis takes a holistic approach to financial planning, developing strategies and plans that are intended to accomplish the clients’ goals with respect to estate, tax planning, asset protection, retirement planning, and other areas. Sunesis also manages client assets on both a discretionary and non-discretionary basis, working with outside investment managers to purchase or dispose of products and create proprietary solutions to meet certain client needs.
Fee Structure
Sunesis Advisors may charge a fixed retainer fee or a fee based on the value of your portfolio. The portfolio-based fee ranges from 0.10% to 1.0% per year, charged quarterly in advance. These fees do not include trading costs, outside manager fees, or custodial fees.