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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 29 clients with $22M 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% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
Charlottesville, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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