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Christian Sullivan

12 Years of Experience
Portsmouth, NH

Christian Sullivan is a registered investment advisor at Seascape Capital Management,llc, based in Portsmouth, NH, with 12 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 161 clients with $400M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
161 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$400.4M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M1.10%
$3.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10M+0.75%

Fees may be negotiable to accommodate the specific needs of a particular client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

99 Bow Street, Suite 300 East, Portsmouth, NH, 03801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christian is a 50% member and manager/trustee of Twin Hills Farm LLC, which owns their personal real estate property. This activity takes about 10-20% of Christian's time.

Employment History
Current Registrations
Seascape Capital Management,llc
May 2018 - Present · 8 yrs
Previous Registrations
Advice and Planning Services
March 2015 - April 2018 · 3 yrs 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2015 - April 2018 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2013 - February 2015 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2013 - February 2015 · 1 yr 5 mos
State Registrations5 states
FLMAMENHTX
Advisor

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
No exam information available for this advisor.