Sunburst Financial Management offers customized investment management and investment consulting services to individuals, small business owners, high net worth individuals, trusts, and estates. Sunburst Financial Management acts legally required to act in your best interest when managing your portfolio. The investment strategy focuses primarily on long-term growth utilizing exchange-traded funds, individual stocks, closed-end funds, mutual funds, individual bonds, and real estate investment trusts. Sunburst Financial Management works closely with each client to identify their investment goals, risk tolerance, and financial situation before constructing and monitoring a customized portfolio. In addition to investment management, standalone investment consulting services are available for clients seeking a smaller scope of engagement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $75K | 1.25% |
| $75K - $400K | 1.00% |
| $400K - $700K | 0.90% |
| $700K - $1.0M | 0.80% |
| $1M+ | 0.75% |
Fees may be negotiable at the sole discretion of Sunburst Financial Management.