Sunstone Financial offers investment advisory services, managing portfolios on a discretionary basis according to client objectives. They use a tactical allocation strategy, primarily using American Funds mutual funds, but may also recommend exchange-listed securities and other mutual funds. Sunstone tailors its services to individual client needs based on meetings and conversations. As of December 31, 2025, Sunstone had $88,690,560 in discretionary client assets under management.
Assets Under Management$89M
Clients216
Advisors2
Avg. per Client$410K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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