Patrick Sullivan
Patrick Sullivan is a CFP-designated registered investment advisor at Highmark Wealth Management LLC, based in St. Paul, MN, with 13 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 346 clients with $520M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees are negotiable and may vary based on several factors. Similarly situated clients could pay different fees.
Fee Estimator
Location
944 Inwood Ave N, St. Paul, MN, 55128
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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 Activities
Patrick works as a wealth strategist at Highmark Wealth Management, a registered investment advisor, providing financial planning and investment management services. This activity takes nearly full-time hours.
Employment History
Current Registrations
Highmark Wealth Management LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
UBS Financial Services INC.Broker
State Registrations2 states
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