Sunrise Capital Management (SCM) offers investment advisory and financial planning services. SCM creates customized investment portfolios based on each client's risk tolerance and financial goals. Financial planning services may include a review of cash management, risk management, insurance, education funding, retirement planning, estate and charitable giving, tax planning, and capital needs. SCM generally advises portfolios on a discretionary basis.
Assets Under Management$85M
Clients64
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.45% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.35% |
| $5M+ | 1.30% |
Fees, account minimums and payment terms are negotiable depending on the client's unique situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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