Sun Creek Holdings manages investment portfolios and provides personalized financial planning for individuals, families, trusts, and business entities. Sun Creek Holdings designs custom investment strategies based on each client's goals, time horizon, and risk tolerance, focusing on fundamental analysis and diversified asset allocation using mutual funds, stocks, bonds, exchange-traded funds, and real estate investment trusts. In addition to ongoing portfolio management, Sun Creek Holdings offers comprehensive financial planning covering retirement, taxes, insurance, and estate planning. The firm operates with discretionary trading authority, meaning advisors make trades on your behalf without needing prior approval for every transaction.
Fee Structure
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 on client needs and account complexity.