Audrea Sullivan is a registered investment advisor at Eq Wealth Management, based in Boston, MA, with 2 years of industry experience. Audrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 472 clients with $720M 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 $1000K | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
Fees may differ based on the size of the relationship, level of services needed, or family accounts. Fees for held-away assets are .575% annually. A back office service provider fee of up to 0.04% may also apply.
Fee Estimator
Location
Boston, MA
Get directionsHistory
Regulatory History (1)
Financial
December 2020Other Business Activities
Audrea owns Guided Healing Yoga Therapy, providing yoga therapy guidance and instruction since 2021. This takes about a quarter of her time and does not occur during securities trading hours.
Employment History
Current Registrations
Eq Wealth Management
State Registrations3 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.