MB
CFA

Michael Atticus Berens

1 Year of Experience

Firm Information

Compensation
N/A
Number of Advisors
3 advisors
Number of Clients
1 client
Average Client Portfolio
$764.4M average
Assets Under Management
$764.4M

Fee Structure

Financial Planning:Investment management only

Sunflower Wealth negotiates fees based on the scope of services and risk assumed, charged monthly in arrears. Fees are separate from other expenses like estate planning, legal, or tax preparation fees. Hourly fees for administrative functions may be charged on a case-by-case basis, negotiated in advance. Fees are billed directly to the client, and unearned fees are refunded on a prorated basis upon termination.

Areas of Practice
Investment Management
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Advisor Information

Office location

5299 DTC Blvd., Ste. 100, Greenwood Village, CO, 80111

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sunflower Wealth Advisors LLC
June 2024 - Present · 1 yr 7 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.