Sun Group Wealth Partners LLC, a small investment advisory firm headquartered in Irvine, CA, is dedicated to providing comprehensive wealth management solutions to its clients. With a single office location, the firm boasts a team of 8 talented professionals, two of whom specialize in delivering expert investment advisory services. On average, each investment advisor handles approximately $59,210,000 in assets under management, a figure that aligns with industry standards. The compensation structure of Sun Group Wealth Partners LLC offers flexibility, incorporating various methods such as a percentage of assets under management, ...