SUNBURST FINANCIAL GROUP, LLC
Vestavia Hills, Alabama
5.0
2 Reviews
Sunburst Financial Group, LLC is a reputable investment advisory firm located in Vestavia Hills, Alabama. With a single office, the company serves a diverse client base and boasts a team of 10 highly skilled professionals, 7 of whom specialize in investment advisory services. With an average of $71,420,000 in assets under management per investment advisor, Sunburst Financial Group aligns well with industry standards. Their compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees. While Sunburst Financial Group manages a broad range of assets, with less than ...
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Assets Under Mgmt

$499.96M

Investment Professionals

7

Locations

0

% 401K & Individual

22%

% Discretionary

93%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Other Business Activities
Insurance broker or agent
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