SUNSTATE WEALTH MANAGEMENT LLC
Sunstate Wealth Management LLC is a financial advisory firm that provides personalized investment strategies and comprehensive financial planning services. With years of experience in the finance industry, the advisors at Sunstate Wealth Management LLC have the expertise and knowledge to guide their clients towards achieving their financial goals.
How does the advisor help clients – Key Takeaways:
- Creates personalized investment strategies based on client’s goals and risk tolerance
- Offers comprehensive financial planning services for every stage of life
- Utilizes a holistic approach to wealth management, taking into account all aspects of a client’s financial situation
- Regularly reviews and adjusts investment portfolios to ensure they remain aligned with client’s objectives
- Provides education and guidance to help clients make informed financial decisions
Facts and Insights
As of 2021, Sunstate Wealth Management LLC manages over $500 million in assets and has a team of experienced advisors to serve their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 10+ years |
Financial Services Offered
Sunstate Wealth Management LLC offers a variety of financial services to provide their clients with a comprehensive approach to wealth management. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
Client Types
Sunstate Wealth Management LLC serves a diverse range of clients, including:
- High-net-worth individuals
- Families
- Business owners
- Corporations
Fees & Compensation
Sunstate Wealth Management LLC charges a percentage of assets under management as their fee, with rates varying based on the size of the portfolio. Clients can also opt for a flat fee or an hourly rate for financial planning services. The firm operates on a fee-only compensation structure, meaning they do not earn commissions or other forms of compensation from product sales. This ensures their advice is always in the best interest of their clients.
Background
Sunstate Wealth Management LLC was founded with the goal of providing top-notch financial advisory services to individuals and families in need of trusted guidance. The firm’s advisors are all highly qualified and experienced in the financial field, with various certifications and years of experience.
Financial Advisor Disclosures to Know
Sunstate Wealth Management LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). This means the firm must adhere to strict regulations and disclose any conflicts of interest to clients. Additionally, the firm’s advisors have a fiduciary duty to act in the best interest of their clients at all times.