Julie Sullivan
Julie Sullivan is a registered investment advisor at Strategic Blueprint, LLC, based in Atlanta, GA, with 39 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,742 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable. These are the maximum fees for the All-Inclusive program. Non-Inclusive program fees are slightly lower. The maximum advisory fees charged to annuity assets is 1.5% of the contract’s cash value.
Fee Estimator
Location
2200 Century Parkway, Suite 500, Atlanta, GA, 30345
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Julie is a member of Pigs Fly LLC, which is for potential business opportunities and requires minimal time. She is also an officer at SFA Insurance Services, Strategic Blueprint LLC, Timbrel Capital LLC, and SFA Holdings, Inc., dedicating about a quarter of her time to Strategic Blueprint LLC and SFA Holdings, Inc., and about 10-20% of her time to Timbrel Capital LLC, and minimal time to SFA Insurance Services.
Employment History
Current Registrations
Strategic Blueprint, LLC
Timbrel Capital, LLCBroker
The Strategic Financial Alliance, INC.Broker
Previous Registrations
The Strategic Financial Alliance
Advisory Services Network
Fisco Investment Management, L.P.
Old Mutual Capital
Old Mutual Financial Network Securities, INC.Broker
World Group Securities, INC.Broker
Compulife Investor Services, INC.Broker
Comprehensive Financial Services, INC.Broker
Ifg Network Securities, INC.Broker
Planned Investments INC.Broker
Carnegie Securities CorporationBroker
First Alliance Securities, INC.Broker
Vansouth Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.