Sunrise Wealth Management offers ongoing investment management services using model portfolios tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client to guide asset allocation and security selection. Sunrise Wealth Management primarily invests in individual stocks, mutual funds, fixed income instruments, ETFs, hedge funds, and REITs.
Assets Under Management$6.8M
Clients12
Advisors1
Avg. per Client$560K
Avg. per Advisor$6.8M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $50K | 1.75% |
| $50K - $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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