Benjamin Sullivan
Benjamin Sullivan is a CFP-designated registered investment advisor at Palisades Hudson Asset Management, L.P., based in Austin, TX, with 10 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Retirement Planning. Their firm serves 151 clients with $1.8B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $35.0M | 0.50% |
| $35.0M - $65.0M | 0.30% |
| $65M+ | 0.25% |
Rates shown are for active management. Performance reporting and trust management have separate fee schedules. Fees are negotiable for portfolios larger than $50 million.
Fee Estimator
Location
9442 North Capital of Texas Highway, Plaza One, Suite 500, Austin, TX, 78759
Get directionsHistory
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
Benjamin works as a Senior Client Service Manager at Palisades Hudson Financial Group LLC, a financial planning business, since 2007. This takes about half of his time and involves tax preparation and planning, retirement planning, estate planning, and other financial planning services.
Employment History
Current Registrations
Palisades Hudson Asset Management, L.P.
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.
Exams
More Advisors
- Carlos Lowenberg, ChFCMasterpiece Capital, LLC
- Alexander Hallum, CFPPer Stirling Capital Management, LLC
- Charles Murphy, CFALiberty Park Capital Management, LLC
- Dennis Chamberlain, CFP
- Paul Lueb, CFPMaslow Wealth Advisors
- Fenny Jie, CFABok Financial Private Wealth, INC.