Michael Sullivan
Michael Sullivan is a CFP-designated registered investment advisor at Goldman Sachs Wealth Services, L.P., based in Austin, TX, with 29 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 117,699 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Goldman Sachs Wealth Services offers investment management through a variety of fee models, including strategy-based fees and a comprehensive pricing program.
- Strategy-Based Advisory Fees — Fees are calculated as a percentage of the value of your portfolio, with specific rates set forth in individual client agreements based on the selected strategy or sub-asset class.
- Comprehensive Pricing Program — Charges a maximum annual advisory fee of up to 1.50% of your portfolio, plus applicable manager fees, custody charges, and execution fees.
- Alternative Investment Fees — Certain alternative investments involve separate management fees, performance fees, or incentive allocations determined by the underlying fund managers.
Location
401 South 1st Street, Sutie 1325, Austin, TX, 78704
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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 →Employment History
Current Registrations
Goldman Sachs Wealth Services, L.P.
Goldman Sachs & CO. LLCBroker
Previous Registrations
Mercer Allied Company, L.P.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Goldman Sachs Personal Financial Management
Girard Securities, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations52 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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