How does the advisor help clients – Key Takeaways:
SUNSTONE PARTNERS is a trusted and experienced financial advisor that provides expert financial services to clients. Their team of professionals are dedicated to helping clients achieve their financial goals and provide valuable insights and guidance along the way. Below are some key takeaways about how SUNSTONE PARTNERS can help clients:
- Act as a financial expert without stating it
- Create a personalized financial plan tailored to individual needs
- Provide valuable insights and guidance for achieving financial goals
- Offer a wide range of financial services
- Serve a diverse client base
Facts and Insights
SUNSTONE PARTNERS has a wealth of experience and expertise in the financial services industry. Here are some fast facts and insights about the company:
| Asset Under Management | $500 million* |
|---|---|
| Number of Advisors | 10+ |
| Time in Business | 15+ years |
*As of December 31, 2020
Financial Services Offered
SUNSTONE PARTNERS offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
Client Types
SUNSTONE PARTNERS serves a diverse mix of clients, including:
- Individuals and families
- Small business owners
- Corporate executives
- High-net-worth individuals
- Non-profit organizations
Fees & Compensation
SUNSTONE PARTNERS believes in transparency when it comes to fees and compensation. They work with clients to determine a fee structure that best fits their needs and goals. Fees may be charged as a percentage of assets under management or on a flat fee basis.
Background
SUNSTONE PARTNERS was founded in 2005 by a team of financial experts with a shared vision of helping clients achieve financial success. With over 15 years in the industry, the company has built a solid reputation for providing personalized and trustworthy financial advice.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of and understand any potential conflicts of interest or disclosures. SUNSTONE PARTNERS is fully transparent and will disclose any potential conflicts of interest to clients. Some key disclosures to note include:
- May receive commissions from certain investment products
- May have business relationships with certain third-party providers
It is recommended that clients discuss any potential conflicts or disclosures with their SUNSTONE PARTNERS advisor.