Timothy Sullivan
Timothy Sullivan is a registered investment advisor at Strategic Wealth Advisors Group, INC., based in Utica, MI, with 16 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 544 clients with $210M 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 $1.0M | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.80% |
| $15M+ | 0.80% |
Fees for amounts over $15,000,000 are negotiable. Independent manager fees are separate and range up to 0.50% annually.
Fee Estimator
Location
8667 Hall Road, Utica, MI, 48317
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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 ActivitiesSells Insurance
Timothy is the CEO and founder of Strategic Wealth Insurance Group, selling life insurance, annuities, and federal employee benefits since 2016. This activity takes nearly full-time.
Employment History
Current Registrations
Strategic Wealth Advisors Group, INC.
Previous Registrations
Gradient Advisors, LLC
United Advisors Corporation
United Advisors Corporation
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.
Exams
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