Craig Sullivan is a CFA-designated registered investment advisor at Franklin Street Advisors INC., based in Chapel Hill, NC, with 18 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 413 clients with $4.5B 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 $5.0M | 1.00% |
| $5M+ | 0.75% |
Rates shown apply to accounts holding equity, cash, and/or mixed assets. Accounts holding fixed income and cash assets only are charged 0.50% for assets up to $5 million and 0.375% for assets over $5 million. The minimum annual fee is $7,500.
Fee Estimator
Location
1450 Raleigh Road, Suite 300, Chapel Hill, NC, 27517-8833
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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 →Employment History
Current Registrations
Franklin Street Advisors INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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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