Brian Sullivan
Brian Sullivan is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Atlanta, GA, with 37 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 31,333 clients with $60B 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 is for Wealth Management and Ascend Group. Guided Investing starts at 1.10% for the first $1 million in managed assets with a lower minimum fee of $1,200. Wealth Path starts at 1.30% for the first $1 million with a minimum fee of $6,000.
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.