Advisor at Sun Creek Holdings LLC
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Firm
Sun Creek Holdings LLC
Location
Coral Gables, FL 33134
Credentials
Series 65
Industry experience
13 years
Alfonso Balda is the sole advisor at Sun Creek Holdings LLC, an independent firm based in Coral Gables, FL. He holds a Series 65 designation and has 13 years of industry experience. In addition to his advisory role, he manages properties for real estate-owning companies, handling tenant relations and other management duties. Sun Creek Holdings LLC provides discretionary investment supervisory services and financial planning primarily to trusts, corporations, pension and profit-sharing plans, and high-net-worth individuals. The firm implements portfolios using a range of investment vehicles and operates with discretionary authority, focusing on a small client roster and institutional relationships.
Based on Sun Creek Holdings LLC
Financial Planning flat fee arrangements are negotiable.
$1 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.25% Above $5,000,000+: 1.00%
Financial Planning hourly fees between $350 per hour.
Minimum fee: Minimum fees may apply to some clients depending on assets under management; minimums can be waived by SCH in its sole discretion. Fee-only: Investment Supervisory Services fees on tiered AUM basis; Financial Planning fees charged hourly ($350/hour) or flat fee (negotiable), with minimum 10 hours for comprehensive plans.
95 Merrick Way, Suite 450
Coral Gables, FL 33134
Florida
Sun Creek Holdings Llc
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Coral Gables, FL
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Series 65
Miami, FL
BlueReef Capital
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