Sunset Strategic Financial Advisors (SSFA) provides ongoing investment management based on your individual goals and risk tolerance. SSFA also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. SSFA generally advises on mutual funds, stocks, bonds, ETFs, real estate, and other investments.
Assets Under Management$4.8M
Clients10
Advisors1
Avg. per Client$480K
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...