Sun Valley Advisory manages investment portfolios and offers retirement planning services. They work with clients to determine their financial goals and risk tolerance, then select appropriate investment models. Sun Valley Advisory may use the AssetMark platform. The firm also coordinates with affiliated and non-affiliated insurance agencies and estate planning services to provide comprehensive financial solutions. They primarily advise on ETFs and individual stocks.
Assets Under Management$58M
Clients180
Advisors6
Avg. per Client$320K
Avg. per Advisor$9.7M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fee is in addition to third-party money manager fees, which may range from 0.50% to 1.00%. Clients will not be charged more than 2.25% combined by Sun Valley Advisory and the third-party money manager. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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