Assets Under Management
$24.9M
Number of Clients
3
Number of Advisors
1
Average Client AUM
$8.3M
AUM per Advisor
$24.9M
Compensation
Fee-Only (AUM)
Sun Creek Holdings LLC provides ongoing portfolio management services to trusts, individuals, corporations, business entities, and pension/profit-sharing plans. They create tailored investment policy statements based on client goals, risk tolerance, and time horizon. Financial planning services cover investment, insurance, tax, retirement, college, and debt/credit planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Minimum fees may apply to some clients depending on assets under management.
95 Merrick Way, Suite 450, Coral Gables, FL, 33134