Sustain Financial Inc. manages investment portfolios and offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. They provide ongoing comprehensive financial planning and project-focused planning. Sustain Financial primarily uses passive investment management strategies.
Assets Under Management$39M
Clients66
Advisors2
Avg. per Client$590K
Avg. per Advisor$19M
www.napfa.org/member/94937/25292 ·www.letsmakeaplan.org/find-a- cip-professional/... ·www.sustain-financial.com
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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