Sun Group Wealth Partners LLC is a wealth management firm located in Irvine, California, serving families, business owners, corporate executives, and nonprofit organizations. The firm provides a comprehensive range of services including financial planning and consulting, pension consulting, and investment management through partnerships with LPL Financial. Sun Group Wealth Partners helps clients align their financial resources with long-term goals covering areas such as retirement, estate planning, tax strategy, and charitable giving.
Assets Under Management$220M
Clients353
Advisors3
Avg. per Client$640K
Avg. per Advisor$75M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum fees vary by program: Manager Access Select up to 3.00%, Model Wealth Portfolios up to 2.65%, and Guided Wealth Portfolios up to 1.35%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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