Sun Group Wealth Partners provides financial planning and investment management services to wealthy families, business owners, corporate executives, and nonprofit organizations. Services include financial planning, investment management, and charitable giving. The firm also offers pension consulting services to employer plan sponsors. Sun Group Wealth Partners also offers advisory services through LPL Financial's programs.
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)
Sun Group Wealth Partners offers investment advice through LPL Financial's advisory programs. The fees for these programs are:
- Manager Access Select: Up to 3.00% of your portfolio per year
- Model Wealth Portfolios: Up to 2.65% of your portfolio per year
- Guided Wealth Portfolios: Up to 1.35% of your portfolio per year
These fees are paid quarterly in advance. The firm also offers pension consulting services for ongoing monitoring and management, charging up to 1.00% of assets under management.
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