Sunpath Financial Group provides financial planning advice on topics like cash flow, retirement, and estate planning. They also offer portfolio management services, incorporating institutional investment managers. Sunpath Financial conducts an initial interview to discuss clients' goals and provides ongoing supervision of accounts.
Assets Under Management$3.4M
Clients42
Advisors1
Avg. per Client$81K
Avg. per Advisor$3.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Fee is based on a blended tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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