| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $10.0M | 0.95% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Management Fee may vary based on client-specific factors. Related family assets are aggregated for calculating fee breakpoints. Certain clients may receive a discount based on the limited scope of services being provided or during the initial period of investment.
11634 Maple Street, Suite 300, Fishers, IN, 46038
Get directionsJustin is the managing member of Sunrise Capital Management LLC, an investment-related business that manages private funds, since 2015. He dedicates minimal time to this business, focusing on due diligence, distributions, member valuations, audits, and tax filings.