Sunstreet Securities, LLC
Assets Under Management
$5.9M
Number of Clients
48
Number of Advisors
2
Average Client AUM
$123K
AUM per Advisor
$3.0M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
SunStreet Securities, LLC provides investment supervisory services primarily to individual clients. Assets are managed on an individualized basis using diversified portfolios tailored to each client's goals. They also offer financial planning and consulting services. SunStreet may refer clients to third-party investment advisors (TPAs) and receives compensation for these referrals.
Fee Structure
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.
Areas of Practice
Location
10320 W. Mcdowell Rd, Bldg F, Suite 6018, Avondale, AZ, 85392