John Sullivan is a registered investment advisor at Integra Global Advisors LLC, based in Stamford, CT, with 5 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 102 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integra Global Advisors charges an annual or monthly fee ranging from 0.10% to 1.50% of your portfolio's net assets or committed capital to external private funds. The fee is determined through negotiation based on the size of your account and the services provided. In some cases, Integra Global Advisors may forgo a portion of the asset-based fee in exchange for a performance-based fee, but the total compensation will not exceed 1.50% per year. These fees are negotiable.
Location
281 Tresser Boulevard - Suite 401, Stamford, CT, 06901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John owns Steve's Outdoor Adventures, offering outdoor adventures and producing a television series, dedicating a few hours per week. He is also a Director of Business Development/RIA at Integra Global Advisors, working nearly full-time, and provides advisory and consulting services at Integra Securities, spending a few hours per week.
Employment History
Current Registrations
Integra Global Advisors LLC
Previous Registrations
Ba Securities, LLCBroker
Alpha Zero LLC
Paradigm Financial Partners, LLC
State Registrations1 state
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