John Sullivan is a registered investment advisor at Curated Wealth Partners, LLC, based in El Segundo, CA, with 3 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 46 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The firm can charge a fixed fee in addition to, or in lieu of, the asset-based fee where it better aligns the fee with the services provided. This alternative fee schedule may be used for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.)
Fee Estimator
Location
2101 E El Segundo Blvd., Suite 501, El Segundo, CA, 90245
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Curated Wealth Partners, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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