Victoria Sullivan
Victoria Sullivan is a registered investment advisor at New Horizons Wealth Management, based in Cedar Knolls, NJ, with 13 years of industry experience. Victoria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 4 more. Their firm serves 228 clients with $200M 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 | 2.00% |
| $250K - $500K | 1.55% |
| $500K - $2.0M | 1.15% |
| $2M+ | 0.75% |
Annual fees are negotiable under certain circumstances.
Fee Estimator
Location
240 Cedar Knolls Rd Suite 306, Cedar Knolls, NJ, 07927
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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
New Horizons Wealth Management
World Investments, LLCBroker
Previous Registrations
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLCBroker
Premium 72 Capital
Cabot Lodge Securities LLCBroker
Sandlapper Securities, LLCBroker
Colony Park Financial Services LLC.Broker
Sandlapper Wealth Management, LLC
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.