Advisor at Sunrise Capital Management LLC
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Firm
Sunrise Capital Management LLC
Location
Camas, WA
Credentials
Series 65
Industry experience
10 years
Douglas Deibele is a financial advisor at Sunrise Capital Management LLC with 10 years of industry experience. He holds a Series 65 designation and has been active in the field since 2003. Sunrise Capital Management LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm serves both high-net-worth and non-high-net-worth clients, offering discretionary portfolio management with a focus on customized, structured portfolios that may emphasize individual equities, using fundamental, technical, and cyclical analysis along with active strategies such as option writing.
Based on Sunrise Capital Management LLC
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.45% $1,000,000 - $2,000,000: 1.40% $2,000,000 - $5,000,000: 1.35% $5,000,000+: 1.30%
Account minimum: $1,000,000 Fee-only: No separate fee for financial planning; financial planning services generally included without additional charge
Camas, WA
Washington
Doug Deibele
2003 - Present (23 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.
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