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William Sullivan

Next Level Private LLC
13 Years of Experience
Milton, MA
Sells Insurance
View SEC Summary
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William Sullivan is a registered investment advisor at Next Level Private LLC, based in Milton, MA, with 13 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 841 clients with $1.4B in assets under management.

Next Level Private LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
841 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual investment advisory fees range from 1.00% to 1.50% based on the scope and complexity of services, asset level, and overall relationship. Fees are negotiable at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

30 Central Avenue, Milton, MA, 02186

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

William is involved with William Sullivan Insurance Agency, providing insurance services on a full-time basis. He is also a board member of Milton-Fuller Housing Agency, dedicating minimal time, and his insurance company insures the buildings for the agency.

Employment History
Current Registrations
Next Level Private LLC
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Lexington Wealth Management, INC.
June 2005 - April 2009 · 3 yrs 10 mos
Lexington/bridgewater Wealth Management, LLC
October 2004 - November 2005 · 1 yr 1 mo
Lexington Advisors
January 2000 - December 2004 · 4 yrs 11 mos
State Registrations1 state
MA
Advisor

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
No exam information available for this advisor.
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