Leann Sullivan is a CFP-designated registered investment advisor at Tfc Financial Management INC, based in Boston, MA, with 21 years of industry experience. Leann 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, Investment Management, and 2 more. Their firm serves 415 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TFC Financial Management's fees for managing your investments are a percentage of the value of your portfolio, calculated at the end of each quarter. The annual fee typically ranges from 0.50% to 1.00% of the assets they manage. Fees are negotiable for portfolios over $5 million. Clients also pay brokerage commissions and other transaction costs. TFC primarily invests in institutional class, no-load mutual funds and/or ETFs.
Location
260 Franklin Street, Suite 1888, Boston, MA, 02110
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 →Employment History
Current Registrations
Tfc Financial Management INC
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.