Sunflower Financial Planning provides investment advice and financial planning services to individuals and high net worth individuals. Sunflower Financial offers investment management using low-cost, diversified mutual funds and exchange-traded funds. Financial planning services cover areas like retirement, education, and tax planning. Clients receive ongoing financial planning and monitoring services as part of wealth management.
Assets Under Management$9.3M
Clients20
Advisors1
Avg. per Client$470K
Avg. per Advisor$9.3M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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