Sundial Wealth offers personalized investment management, financial planning, and consulting services to individuals and family offices. Sundial Wealth typically has full authority to manage client assets. Sundial Wealth may hire third-party sub-advisors to manage client assets. Sundial Wealth also offers financial planning services, including income planning, cash flow analysis, and budgeting.
Assets Under Management$130M
Clients58
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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