Sunstate Wealth Management provides investment advisory services including asset management, comprehensive portfolio management, financial planning & consulting, a wrap fee program, and referrals to third-party managers. Sunstate aims to develop long-term relationships by helping clients meet financial objectives while considering risk tolerance and investment horizon. Sunstate Wealth Management is under common control with Sunstate Bank, which serves as custodian for many client accounts.
Assets Under Management$200M
Clients7
Advisors3
Avg. per Client$29M
Avg. per Advisor$68M
Fee Structure
Minimum Investment:$100K
Sunstate Wealth Management offers several investment management options:
- Asset Management: The maximum annual fee is 2.00% of the account value, billed quarterly in advance.
- Comprehensive Portfolio Management: The maximum annual fee is 2.00% of the account value, billed quarterly in advance.
- Wrap Fee Program: Clients pay a single, asset-based fee that covers advisory, custody, and most transaction costs. The maximum annual wrap fee will not exceed 2.00% of account value, billed quarterly in advance.
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