Logia Portfolio Management
Assets Under Management
$764.4M
Number of Clients
1
Number of Advisors
3
Average Client AUM
$764.4M
AUM per Advisor
$254.8M
Compensation
N/A
About This Firm
Sunflower Wealth Advisors LLC is a registered investment advisor that provides non-discretionary investment advice and develops investment models for its institutional client and affiliate, Sunflower Bank. They offer asset allocation and manager selection services, and act as a portfolio manager, implementing programs and maintaining portfolio models.
Fee Structure
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
Location
15100 Rosewood Street, Leawood, KS, 66224