Sunglow Wealth Advisory provides investment portfolio management, supervision, and advisory services. Services are tailored to individual client needs and objectives. Sunglow primarily invests client assets in publicly traded stocks, securities, and options on exchanges in the United States. Sunglow does not act as a custodian for client funds.
Assets Under Management$62M
Clients62
Advisors2
Avg. per Client$990K
Avg. per Advisor$31M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$3,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and can differ from client to client. Minimum annual fee of $3,500 for related accounts.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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