Rodney Sullivan
Rodney Sullivan is a CFA-designated registered investment advisor at Vesteer Wealth Management, LLC, based in Charlottesville, VA, with 6 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 30 clients with $24M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Fees are negotiable based on historical relationships, asset types, and portfolio size.
Fee Estimator
Location
Charlottesville, VA
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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
Rodney is the Executive Director at the University of Virginia Darden Graduate School of Business, dedicating approximately 60 hours per month to teaching and management. He also works as a Consultant/Owner for RPS Partners, LLC, providing litigation consulting services for about a few hours per week.
Employment History
Current Registrations
Vesteer Wealth Management, LLC
State Registrations3 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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