Sunset Retirement Advisors (SRA) is a registered investment advisor offering financial planning and investment management services. SRA provides continuous advice on investing client funds based on individual needs. They primarily advise on stocks, bonds, mutual funds, and ETFs. Financial planning involves evaluating a client's current and future financial state. SRA also offers retirement plan consulting and management to employer plan sponsors.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee can be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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