365Sundays Wealth provides comprehensive wealth management services, including ongoing investment management and personalized financial planning. The firm builds tailored portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, guided by modern portfolio theory and fundamental analysis. Financial planning covers a broad range of topics, such as retirement planning, cash flow and debt management, tax strategies, estate planning, employee benefits optimization, college savings, and business consulting. 365Sundays Wealth operates as a fee-only registered investment advisor legally required to act in your best interest, meaning compensation comes solely from client fees rather than commissions on products. In addition to individual wealth management, the firm offers retirement plan consulting and management services for employer-sponsored retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable and household accounts may be aggregated. Subject to a $5,000 minimum annual fee, which may be reduced or waived to ensure the effective rate does not exceed 2.00%.