Sunrise Wealth Management offers ongoing portfolio management services tailored to individual goals, time horizons, and risk tolerance levels. Sunrise Wealth Management creates a personalized Investment Policy Statement for each client and constructs a portfolio mix using three proprietary strategies: Sunrise Capital Growth, Sunrise Diversified Growth, and Sunrise Diversified Income. These strategies invest in individual stocks, exchange-traded funds, mutual funds, fixed income instruments, and other income-producing assets. Duane A. Eatherly serves as the principal owner and portfolio manager, utilizing fundamental, technical, and cyclical analysis to select investments. The firm operates with the authority to make trades without asking first, ensuring continuous portfolio oversight and regular monitoring. Accounts are held at independent custodians chosen by Sunrise Wealth Management, and clients receive regular reports detailing their holdings and portfolio value.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $50K | 1.75% |
| $50K - $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are calculated based on average daily balances and are negotiable depending on the needs of the client and the complexity of the situation.