Sundial Wealth is a registered investment advisor founded in 2022, located in Delray Beach, Florida. Sundial Wealth offers discretionary investment management, financial planning, and consulting services to individuals, ultra-high-net-worth individuals, and family offices. The firm builds customized portfolios using a goals-based approach, combining tactical and passive asset allocations across equities, fixed income, real assets, alternative investments, and private placements. Sundial Wealth tailors its services to each client's financial situation, risk tolerance, and goals, and can accommodate client restrictions.
Fee Structure
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% |
Fees are negotiable at the sole discretion of Sundial Wealth based on aggregate assets, future anticipated assets, and service complexity.