Sunburst Financial Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory services to individuals, small business owners, high-net-worth individuals, trusts and estates. It offers discretionary investment management, retirement-account advice as a fiduciary when applicable, and standalone investment consulting engagements on an hourly or fixed-fee basis.
Portfolios are customized and typically constructed using exchange-traded funds, individual stocks and closed-end funds, with mutual funds, bonds and REITs used as appropriate; the adviser generally emphasizes a long-term orientation but may trade shorter-term to meet client objectives or market conditions. Investment decisions draw on both fundamental and technical analysis, and the firm recommends an institutional custodian while participating in that custodian’s advisor services platform for operational and research support.
The firm is newly registered and, at the time of the brochure, had not reported client accounts or assets under management. Notable disclosures include that a principal maintains an active insurance practice (commission-based, about 10% of time) and participates in local political activity (about 5% of time); the firm permits personal trading in securities also held by clients and generally executes trades on an account-by-account basis, with a Code of Ethics and written procedures intended to mitigate related conflicts.
Client services
Expertise
Occupation focus
Fee options
Fixed fee based on the Advisor's hourly rate for investment consulting services (estimate provided prior to engagement)
$0 - $75,000: 1.25% $75,001 - $400,000: 1.00% $400,001 - $700,000: 0.90% $700,001 - $1,000,000: 0.80% $1,000,001+: 0.75%
Up to $200 per hour for investment consulting services
Fee-only: Hourly fee up to $200/hour; fixed fee based on hourly rate for investment consulting services
Main office
Glendale AZ
Advisors at this office
1
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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