Sun Creek Holdings LLC
Assets Under Management
$24.9M
Number of Clients
3
Number of Advisors
1
Average Client AUM
$8.3M
AUM per Advisor
$24.9M
Compensation
Fee-Only (AUM)
About This Firm
Sun Creek Holdings LLC provides ongoing portfolio management to various client types based on their goals, objectives, time horizon, and risk tolerance. They also offer financial planning services covering investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. Investment advice is generally limited to mutual funds, equities, bonds, ETFs, real estate, and government securities.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Minimum fees may apply to some clients depending on assets under management.
Fee Estimator
Investment supervisory fees are based on assets under management, ranging from 1.50% on the first $1,000,000 to 1.00% on assets above $5,000,000. These fees are negotiable. Financial planning fees are between $350 per hour, and flat fee arrangements can be negotiated, with a minimum of ten hours required for a comprehensive plan. Clients are responsible for third-party fees such as custodian and brokerage fees. Minimum fees may apply to some clients depending on assets under management.
Areas of Practice
Location
95 Merrick Way, Suite 450, Coral Gables, FL, 33134