SunStreet Securities, LLC charges an annual management fee based on assets under management. The standard fee schedule is 2.75% for assets between $25,000 and $250,000, decreasing to 1.50% for assets over $2,000,000. Fees are negotiable and may vary based on the client's assets, financial complexity, and services needed. They also offer asset review services and written financial plans for an hourly rate of $100 or a flat fee of $200 to $5000 annually, also negotiable. Fees are billed monthly or quarterly. Clients must have at least $25,000 to open an account, but this minimum may be waived at the firm's discretion.
Henderson, NV
Get directionsDennis is an agent with Berkshire Guardian, selling health, disability, and long-term care insurance since 2000. This activity results from his full-time financial planning services.