Sun Global LLC offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Sun Global LLC creates an Investment Policy Statement for each client. The firm also provides weekly and monthly capital market updates and insurance product information webinars. Sun Global LLC generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds and private placements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.1M | 1.50% |
| $1.1M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Fees are generally negotiable. Qualified clients may enroll in an Asset Under Management fee + performance incentive program, paying 1.25-1.5% of assets under management along with a 20% performance fee based on capital appreciation.