SunRift Capital Partners offers investment management where they make investment decisions for you, and financial planning services, including one-time and ongoing planning. One-time planning covers investments, taxes, retirement, wealth, education, and insurance. Ongoing planning includes regular meetings and updates. SunRift also holds educational seminars and workshops.
Assets Under Management$42M
Clients207
Advisors1
Avg. per Client$200K
Avg. per Advisor$42M
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Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.30% |
| $3M+ | 1.10% |
The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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