SunQuest Wealth Management provides investment management services, taking into account asset allocation, asset class, and sector allocation to ensure proper diversification. SunQuest manages client investment portfolios on a discretionary basis, allocating assets among mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, and options. They also advise on investments held in employer-sponsored retirement plans and qualified tuition plans. SunQuest tailors its services to individual client needs, considering risk tolerance, time horizon, and liquidity constraints.
Assets Under Management$23M
Clients47
Advisors1
Avg. per Client$480K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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