Sunshine Kapital offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Sunshine Kapital generally recommends equities, fixed income securities, ETFs (including gold and precious metal ETFs), commodities and non-U.S. securities. Sunshine Kapital requires authority to make trades without asking first. They do not participate in wrap fee programs.
Assets Under Management$2.3M
Clients8
Advisors1
Avg. per Client$290K
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable. Qualified clients will pay an annual fee of 1.50% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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