Sunlight Investments provides investment advisory services, focusing on publicly traded companies on US exchanges. Sunlight's investment approach prioritizes capital preservation, investing in profitable companies that meet market expectations, and companies with low debt. Sunlight Investments does not take custody of investor funds; clients maintain control of their brokerage accounts. Sunlight assigns an experienced account manager to each investor.
Assets Under Management$3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable based on the size of funds invested. The 1% fee applies to accounts over $1,000,000 or for high net worth individuals (net worth exceeding $2.1M, excluding primary residence).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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