Vaquita Sun provides investment management services tailored to individual client needs. Vaquita Sun manages investments based on your risk tolerance, time horizon, and income needs. Vaquita Sun has the authority to make investment decisions for your account. Vaquita Sun also researches and monitors third-party investment managers.
Assets Under Management$96K
Clients1
Advisors1
Avg. per Client$96K
Avg. per Advisor$96K
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.08% |
Fee is for Customized Equity Portfolio. Customized Fixed Income Portfolio is 0.60% per year. Third-Party Investment Manager is 0.60% per year (plus additional third-party fees). Non-Discretionary Assets are 0.24% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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