Sunsage Capital Management

CRD#140332
Investment Advisor Firm

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Overview

Sunsage Capital Management is a financial advisory firm headquartered in Grapevine, Texas. It handles $51.6 million in assets over 104 accounts. Sunsage Capital Management has a small group of one employee who is a financial advisor. Sunsage Capital Management does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are tradable financial assets such as options, bonds and stocks.

Sunsage Capital Management oversees all of the company's accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make buy and sell judgments without needing client approval. The advisory firm administers roughly $496,089 in assets for each customer account. An average financial advisor at Sunsage Capital Management manages around 104 client accounts.

The firm's headquarters is located at 4400 State Hwy 360, Grapevine, Texas 76051-6754. It is permitted to provide services to clients in the state of Texas.

Assets Under Management

$51.6 million

Number of Advisors

1

Disclosures

No

Office Location

4400 State Hwy 360
Grapevine, TX 76051-6754

Sunsage Capital Management by the Numbers

Total Assets Under Management

$51.6 million

National Average: $9.0 billion
Total Number of Employees

1

National Average: 71,771
Total Number of Accounts

104

National Average: 4,329
Average Account Size

$496.1 thousand

National Average: $2.1 million

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Fee Structure

A financial advisor's fees usually are based on which services the firm provides the client. Fee types charged by the company typically consist of the following fee structures: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company. The firm can withdraw its charges directly from client accounts.

Available

  • Offered by 70% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 26% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 33% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The company provides services to retail investors, high net worth investors, charitable organizations and corporations. Out of its 104 clients, Sunsage Capital Management's largest client group by number of accounts is retail investors, though it also caters to 28 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by people from outside of the U.S.

  • High-Net-Worth Individuals* - 26.92%
  • Other Individuals - 63.46%
  • Corporations - 6.73%
  • Charitable Organizations - 2.88%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Sunsage Capital Management does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Sunsage Capital Management

Clayton Kohl
Grapevine, TX

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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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