SUMUS Financial is a registered investment advisor based in Shelton, Connecticut, offering customized wealth management services. SUMUS Financial provides discretionary investment management, building portfolios primarily using low-cost, diversified mutual funds, exchange-traded funds, and independent managers. In addition to managing investments, SUMUS Financial offers comprehensive financial planning covering areas such as retirement planning, personal savings, education funding, estate planning, and insurance needs. SUMUS Financial serves individuals, high net worth individuals, and businesses. The firm operates on a fee-based model and acts in the best interest of its clients as a fiduciary.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Initial fee for accounts under $1,000,000 is reduced to 1.10% if the client contributes at least $10,000 annually. Fees are negotiable.