How does the advisor help clients – Key Takeaways:
- Sunmark Capital Management, LLC provides clients with financial expertise and personalized guidance on their investments.
- The firm offers a range of financial services to assist clients in achieving their financial goals.
- Sunmark Capital Management, LLC prides itself on its transparency and commitment to acting in the best interest of its clients.
Facts and Insights
Sunmark Capital Management, LLC is a financial advisory firm located in New York City. The firm was founded in 2003 and has since gained a strong reputation for its knowledgeable advisors and successful investment strategies. The firm currently manages over $500 million in assets for a diverse group of clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 18 years |
Financial Services Offered
Sunmark Capital Management, LLC offers a wide range of financial services to help clients reach their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Education planning
Client Types
Sunmark Capital Management, LLC is dedicated to helping clients from all walks of life. The firm works with individuals, families, and small businesses to create personalized financial plans that take into account each client’s unique goals and circumstances.
Fees & Compensation
At Sunmark Capital Management, LLC, our fee structure is designed to align our interests with those of our clients. We charge a percentage of assets under management, with fees decreasing as the size of the portfolio grows. This fee structure ensures that our advisors are motivated to help clients grow their wealth and achieve their financial goals.
Background
The advisors at Sunmark Capital Management, LLC have extensive experience in the financial industry. They are highly knowledgeable and continuously stay up-to-date with the latest market trends and investment strategies. The firm’s leadership team has over 50 years of combined experience in the financial industry.
Financial Advisor Disclosures to Know
Sunmark Capital Management, LLC prides itself on its transparency and commitment to acting in the best interest of its clients. The firm does not have any disclosures or disciplinary actions on its record, ensuring that clients can trust and rely on the firm’s recommendations and advice.