Michael Sullivan
Michael Sullivan is a registered investment advisor at Private Client Services, LLC, based in Downers Grove, IL, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
2001 Butterfield Road, Suite 160, Downers Grove, IL, 60515
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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
Michael is associated with VestGen Advisors, LLC as a Registered Investment Advisor, dedicating full-time hours to this role. He is also an investor in Davidson's Bar & Grill and a landlord for Epiphany Properties LLC, spending a few hours per week on real estate management.
Employment History
Current Registrations
Private Client Services, LLCBroker
Vestgen Advisors, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Princor Financial Services CorporationBroker
Princor Financial Services CorporationBroker
State Registrations11 states
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