Patrick Sullivan is a CFA-designated registered investment advisor at Frank, Rimerman Advisors LLC, based in Palo Alto, CA, with 23 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 106 clients with $3.4B 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 $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.30% |
| $20.0M - $100.0M | 0.20% |
| $100M+ | 0.10% |
Total annual fees typically range from 0.30% to 1.20% including platform, third-party manager, and custodian fees. Fees are negotiable and certain accounts may be managed without an advisory fee.
Fee Estimator
Location
1801 Page Mill Rd, Palo Alto, CA, 94304
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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 →Other Business Activities
Patrick manages client accounts for Frank, Rimerman Advisors, LLC, providing investment-related services such as selecting money managers and evaluating portfolios. This is a full-time commitment for Patrick.
Employment History
Current Registrations
Frank, Rimerman Advisors LLC
State Registrations2 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
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