Kevin Sullivan
Kevin Sullivan is a registered investment advisor at Integrity Advisory Solutions, based in Mooresvile, NC, with 4 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,428 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
The maximum combined fee consists of up to a 0.35% program fee and up to a 2.00% investment advisory fee. Individual rates are negotiable.
Fee Estimator
Location
107 Kilson Drive, Suite 206, Mooresvile, NC, 28117
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2022Regulatory
October 2010Regulatory
September 2002Other Business ActivitiesSells Insurance
Kevin is a licensed insurance agent, which presents a conflict of interest addressed by his firm's policies. He also owns commercial and residential real estate, manages a wholesale organization, owns horses, and holds personal property through various LLCs, all requiring minimal time.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Namcoa
State Registrations4 states
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.