SunStreet Securities provides investment advice and manages investment portfolios for individual clients. They tailor their advice to each client's specific goals. SunStreet Securities also offers financial planning and consulting services. They may refer clients to third-party investment advisors and receive compensation for these referrals.
Assets Under Management$5.9M
Clients48
Advisors2
Avg. per Client$120K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $750K | 2.50% |
| $750K - $2.0M | 2.00% |
| $2M+ | 1.50% |
Fees are negotiable and may vary based on the amount of assets, financial complexity, and overall services needed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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