Sundvold Financial offers personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Sundvold Financial provides advice through consultations, covering financial objectives, cash flow management, insurance review, investment management, education funding, retirement planning, and estate planning. Sundvold Financial also operates as an independent insurance agent and may receive commissions from insurance product purchases.
Assets Under Management$230M
Clients450
Advisors6
Avg. per Client$520K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$170K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fees may be higher or lower for current client relationships.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...