Sun Creek Holdings provides portfolio management and financial planning services. Investment management is tailored to each client's goals, risk tolerance, and time horizon. Financial planning covers areas like retirement, college, and tax planning. Sun Creek Holdings generally advises on mutual funds, stocks, bonds, ETFs, and real estate.
Assets Under Management$27M
Clients3
Advisors1
Avg. per Client$9.1M
Avg. per Advisor$27M
Fee Structure
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 - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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