Gerald Sullivan is a registered investment advisor at Gratus Wealth Advisors LLC, based in Virginia Beach, VA, with 25 years of industry experience. Gerald 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, Tax Planning. Their firm serves 418 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gratus Wealth Advisors charges a percentage of the total assets they manage for you. The exact fee is negotiable, but it will not exceed 1.35% annually. This fee is paid quarterly in advance, based on the value of your account at the end of the previous quarter.
Location
192 Ballard Ct, Ste 101, Virginia Beach, VA, 23462
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gratus Wealth Advisors LLC
Previous Registrations
Newedge Advisors
CPA Investment Advisors
State Registrations1 state
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