Sunbeam Capital Management provides investment advisory services to high-net-worth individuals, trusts, and estates. Sunbeam Capital creates customized investment strategies based on client goals, risk tolerance, and financial situations. Sunbeam Capital constructs portfolios using low-cost, diversified mutual funds and exchange-traded funds (ETFs), and may also use individual stocks, bonds, and alternative investments. Sunbeam Capital may recommend independent managers for a portion of a client's portfolio.
Fee Structure
Sunbeam Capital charges a percentage of your portfolio each year, up to 1.25%. The exact fee depends on the scope and complexity of services, the amount of assets managed, and the overall relationship with Sunbeam Capital. Fees are paid quarterly, in advance. Fees may be negotiable.