Sunnybranch Wealth LLC offers wealth management (investment management and financial planning), investment management, and financial planning services. Sunnybranch tailors its services to each client's needs. They may recommend third-party professionals but do not receive compensation from them. Wealth management is typically reserved for clients with at least $1,000,000 of investable assets. Financial planning can be engaged on an ongoing basis for a fixed fee or on an hourly basis for limited-scope needs.
Assets Under Management$17M
Clients27
Advisors1
Avg. per Client$620K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.55% |
| $20M+ | 0.55% |
Fees negotiable for accounts over $20,000,001. For Investment Management Services (less than $1,000,000 in investable assets), the fee is 1% of the client’s assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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