65 and Sunny! Registered Investment Advisors, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
65 and Sunny! focuses on retirement planning, especially for federal and civilian employees. The firm uses specialized software to analyze retirement cash flow and determine sustainable spending levels. They aim to understand each client's objectives and risk tolerance to provide suitable recommendations. 65 and Sunny! offers both fee-only and commission-based options, crediting commissionable assets towards fee-based breakpoints.
Assets Under Management$2M
Clients5
Advisors1
Avg. per Client$400K
Avg. per Advisor$2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Commissionable assets are credited towards fee-based breakpoints.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...