Advisor at Sunpointe Investments
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Matthew Zeigler is a financial advisor at Sunpointe Investments with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Zeigler has been with Sunpointe since 2022. Sunpointe Investments serves individuals, trusts, estates, charitable organizations, business entities, and retirement plans, including family office and ultra-high-net-worth advisory services. The firm employs a blend of active and passive strategies across traditional and alternative asset classes, emphasizing behavioral management and diversified portfolio construction.
Based on Sunpointe Investments
Based on Sunpointe Investments
Fixed fees for financial planning services starting at $10,000 per engagement; Family office services offered on retainer/flat fee basis.
Up to 1.50% annually (negotiable, maximum fee for assets under management)
Certain Advisory Persons earn commissions as registered representatives and insurance professionals, separate from advisory fees.
Account minimum: $500,000 Minimum fee: Investment management fixed engagement fees ranging from $20,000 to $600,000 per year; Financial planning fixed annual engagement fees starting at $10,000 per engagement; Family office quarterly fixed retainer fee based on advisory fee. Fee-only: Fee-only advisory services; no commissions on advisory fees.
Wyoming, PA
Connecticut · Pennsylvania
Sunpointe, LLC
2022 - Present (4 years)
Bank of America, N.A.
2011 - 2022 (11 years)
Merrill Lynch
2008 - 2022 (14 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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