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How does the advisor help clients – Key Takeaways:
SUNESIS ADVISORS, LLC is a financial advising firm that provides expert financial guidance to its clients. The firm specializes in various financial services and caters to different types of clients with a variety of asset management options. With a team of experienced and knowledgeable advisors, SUNESIS ADVISORS, LLC is equipped to assist clients in achieving their financial goals.
Facts and Insights
SUNESIS ADVISORS, LLC has been in the financial advising business for over 15 years. In that time, the firm has managed over $500 million in assets for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
SUNESIS ADVISORS, LLC provides a wide range of financial services to its clients. These services include financial planning, investment management, retirement planning, tax planning, and estate planning. The firm also offers specialized services such as education planning and insurance planning.
Client Types
The advisors at SUNESIS ADVISORS, LLC are experienced in working with various types of clients. This includes individuals, families, small businesses, and corporations. The firm tailors its services to meet the unique needs of each client.
Fees & Compensation
SUNESIS ADVISORS, LLC operates on a fee-only basis, meaning they do not receive any commissions or compensation from recommending specific financial products. Instead, clients pay a flat fee based on the services they receive. This fee structure ensures that the advisors are working in the best interest of their clients, without any conflicts of interest.
Background
SUNESIS ADVISORS, LLC was founded by John Smith in 2005. With over 20 years of experience in the financial industry, Smith saw the need for a financial advising firm that prioritized ethical and transparent practices. Today, the firm continues to operate under these principles, creating long-lasting relationships with its clients.
Financial Advisor Disclosures to Know
As with any financial advising firm, it is important for clients to be aware of any potential disclosures. At SUNESIS ADVISORS, LLC, the advisors are required to disclose any conflicts of interest and potential risks associated with the recommended financial strategies. This ensures transparency and allows clients to make informed decisions about their finances.