Suntax Advisors offers investment management advice to individuals and small businesses. This includes determining financial goals, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Suntax Advisors is a fee-based firm and is not affiliated with entities that sell financial products or securities. Clients make the final investment decisions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $200K | 0.90% |
| $200K+ | 0.80% |
The minimum annual fee is $1,000 and may be negotiable in advance. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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