Mark Sullivan is a registered investment advisor at Mount Vernon Associates INC, based in Baltimore, MD, with 31 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 72 clients with $230M 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 $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $7.0M | 0.55% |
| $7.0M - $12.0M | 0.40% |
| $12.0M - $57.0M | 0.30% |
| $57M+ | 0.20% |
Fees are negotiable. Minimum fee for balanced and equity accounts is $4,500, which may be waived. Minimum fee for fixed-income accounts is $15,000, which may be waived. Fixed income schedule: 0.50% on the first $10,000,000, 0.40% on the next $40,000,000, 0.30% on the remainder.
Fee Estimator
Location
6500 Falls Road, Baltimore, MD, 21209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mount Vernon Associates INC
State Registrations1 state
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