Demetra Sullivan
Demetra Sullivan is a registered investment advisor at Charles Schwab & CO., INC., based in Lone Tree, CO, with 19 years of industry experience. Demetra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
9899 Schwab Way, Suite 100, Lone Tree, CO, 80124-5377
Get directionsHistory
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
Demetra volunteers on the Sanctions and Fitness Commission for the CFP Board, dedicating about 10-20% of her time. She also attends periodic Business Model Council meetings on behalf of Charles Schwab & Co., Inc., also dedicating about 10-20% of her time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Schwab Private Client Investment Advisory, INC.
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
USAA Investment Management Company
USAA Investment Management CompanyBroker
State Registrations6 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.