Brian Sullivan
Brian Sullivan is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Atlanta, GA, with 28 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 36,172 clients with $84B 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 | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule reflects the Custom Wealth and Ascend Group standard tiers. Other service levels such as Wealth Path and Guided Investing have different fee schedules and minimums.
Fee Estimator
Location
5555 Glenridge Connector, Suite 825, Atlanta, GA, 30342
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2010Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Register Financial Advisors, LLC
Register Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
State Registrations6 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.
Exams
More Advisors
- Andrew Medders, CFPMercer Global Advisors INC.
- William Hinson, CFA, CFPMercer Global Advisors INC.
- Sarah Cannon, CFPMercer Global Advisors INC.
- Geoffrey Nadler, CFA, CFPMercer Global Advisors INC.
- Nicholas Campbell, CFP, PFSMercer Global Advisors INC.
- Angela Tucker, CFPMercer Global Advisors INC.