SunRift Capital Partners provides personalized investment management and financial planning services for individuals and high-net-worth clients. SunRift Capital Partners builds custom investment portfolios based on each client's specific goals, risk tolerance, and time horizon, and holds discretionary trading authority to manage accounts. In addition to portfolio management, SunRift Capital Partners offers both one-time and ongoing financial planning, covering areas such as retirement income strategies, tax reduction planning, estate planning, insurance analysis, and college funding. The firm specializes in working with individuals and families seeking comprehensive wealth management.
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% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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