Sun Group Wealth Partners LLC

Sun Group Wealth Partners LLC is a registered investment adviser based in Irvine, CA. The firm offers a wrap fee program that includes investment advisory services such as portfolio management and advice on selecting other advisers. Clients pay a specified fee that is not based on transactions in their accounts, but rather bundled with costs for executing transactions. The firm may recommend no-transaction-fee ETFs to reduce costs, which could present a conflict of interest. Sun Group Wealth Partners provides comprehensive wrap portfolio management services, including financial planning, and conducts regular meetings with clients to understand their financial goals and risk tolerance. The firm's fee schedule for its Comprehensive Wrap Portfolio Management service ranges from 3.00% to 1.00% based on assets under management. Fees are billed quarterly in advance and adjusted for deposits and withdrawals. Sun Group Wealth Partners utilizes various investment strategies such as long-term purchases, short-term purchases, trading, and option writing. The firm conducts charting, fundamental analysis, technical analysis, and cyclical analysis to inform its investment decisions. Clients are not required to have a minimum account size, and the firm serves individuals, high net-worth individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. Sun Group Wealth Partners and its related persons act as portfolio managers for the wrap fee program, selecting outside portfolio managers based on various factors. The firm operates as a fiduciary, acting in the best interests of its clients and providing fair and full disclosure of all material facts.