Sunburst Financial Group specializes in financial planning-based investment management. They offer financial planning, consulting, and investment management services. They manage investment portfolios through various risk-based model portfolios, which range from Conservative to Aggressive Growth. The investments chosen for the models are screened with an emphasis on yield (income) and/or growth characteristics.
Assets Under Management$810M
Clients877
Advisors7
Avg. per Client$920K
Avg. per Advisor$120M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1000K | 0.85% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees negotiable for accounts over $50,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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