Mark Sullivan
Mark Sullivan is a registered investment advisor at Procyon, based in Bethlehem, PA, with 10 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,444 clients with $7.8B 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | Included |
Fees may be negotiable for accounts over $100,000,000. Certain Clients who joined the Advisor through acquisitions may continue to be charged fees under their legacy fee schedules.
Fee Estimator
Location
Bethlehem, PA
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2024Employment Separation After Allegations
July 2024Other Business ActivitiesSells Insurance
Mark sells insurance products and works as a consultant for Fritch, Inc., an HVAC contractor, since January 2023, consulting on financing options. Both activities take about 10% of his time.