How does SUNIER ADVISORS LLC help clients – Key Takeaways:
SUNIER ADVISORS LLC is a financial consulting firm that specializes in providing expert advisory services to individuals, families, and businesses. With a team of experienced professionals and a range of financial services, SUNIER ADVISORS LLC is able to help clients achieve their financial goals and secure their financial future.
Facts and Insights
As of 2021, SUNIER ADVISORS LLC has $1.4 billion in assets under management and a team of 20 dedicated financial advisors. The firm has been in business for over 15 years and has established a strong reputation for providing high-quality financial services to its clients.
| Year Established | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2006 | 1.4 | 20 |
Financial Services Offered
SUNIER ADVISORS LLC offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, and estate planning. The firm takes a holistic approach to financial planning and works closely with its clients to understand their unique financial needs and objectives.
Client Types
SUNIER ADVISORS LLC works with a diverse range of clients, including high-net-worth individuals, families, and businesses. The firm has the expertise and resources to cater to the unique financial needs of each client and help them achieve their financial goals.
Fees & Compensation
SUNIER ADVISORS LLC operates on a fee-only basis, which means that it does not earn any commissions from the products or services it recommends to its clients. This allows the firm to provide objective and unbiased financial advice to its clients without any conflict of interest.
Background
SUNIER ADVISORS LLC was founded by John Sunier in 2006 with the mission to provide reliable and personalized financial advice to individuals, families, and businesses. The firm has since grown to become a reputable financial consulting firm with a team of experienced and knowledgeable advisors.
Financial Advisor Disclosures to Know
As a registered investment advisor, SUNIER ADVISORS LLC is required to disclose any potential conflicts of interest that may arise while providing financial services. The firm is committed to adhering to all compliance and regulatory standards to ensure the best interests of its clients are always prioritized.