Sunrise Planning and Advisory acts as a solicitor, referring clients to third-party registered investment advisors like UBS Financial Services. Sunrise does not offer financial planning or manage client assets. They receive a referral fee from the third-party advisor based on a percentage of the fees the client pays to the advisor.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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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