Sunpointe offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, and business entities. Sunpointe creates customized investment strategies based on client goals, risk tolerance, and financial situations. They also offer financial planning services covering investment planning, retirement planning, personal savings, education savings, and insurance needs. Sunpointe may recommend independent investment managers for a portion of a client's portfolio.
Fee Structure
Sunpointe charges a percentage of your portfolio each year for investment management services, up to 1.50%. They also offer investment consulting services for a fixed annual fee ranging from $20,000 to $600,000, charged quarterly. Fees may be negotiable. If Sunpointe recommends an independent investment manager, the total fee will not exceed 2.00% annually.