A complete list of active advisors currently associated with Drucker, David J. DBA Sunset Financial Management
Warmer can help you find a great advisor at Drucker, David J. DBA Sunset Financial Management or one who fits your needs even better.
Sunset Financial Management is a solo, fee-only advisory practice that provides financial planning and discretionary management of client investment assets for individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm maintains a very small client roster — two clients — with nearly $10 million in assets under management, consistent with delivering comprehensive, relationship-based services rather than serving large numbers of small accounts. The firm’s investment work centers on asset-allocation strategies and a diversified, long-term approach that seeks to balance market risk with client return objectives; accounts are reviewed at least quarterly and clients receive quarterly performance reports and annual plan reviews. Clients may impose reasonable investment restrictions, the adviser has limited trading discretion, and the firm typically implements trades through a recommended discount broker, with custodial statements provided by the custodian. Compared with many independent solo advisers, Sunset Financial Management uses flat fees for both financial planning (commonly starting at $5,000) and asset management rather than the more typical percentage-of-assets fee model, and fees are billed quarterly in advance. The practice also discloses receipt of research or services (“soft dollars”) from its recommended custodian and maintains a Code of Ethics and personal trading disclosure procedures, while operating with a notably small, high‑asset client base.
To learn more about the advisors currently working at Drucker, David J. DBA Sunset Financial Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Albuquerque, NM
| 21
|
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