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