Sunflower Wealth Advisors provides investment advice and model portfolios to its affiliate, Sunflower Bank. Sunflower Wealth develops investment objectives and models, delivers them via software, and monitors rebalancing and trading. Recommendations include individual stocks, fixed-income securities, mutual funds, exchange-traded funds, and alternative investments. Sunflower Wealth does not directly manage investments for individual investors.
Assets Under Management$760M
Clients1
Advisors3
Avg. per Client$760M
Avg. per Advisor$250M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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