Robert Sullivan
Robert Sullivan is a ChFC-designated registered investment advisor at Investment Insight Wealth Management, LLC, based in Massapequa, NY, with 1 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 133 clients with $180M 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 $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Minimum annual fee of $6,250. If account value falls below $500,000, the client will be charged a flat rate of 1.25% of assets under management. Fees are negotiable.
Fee Estimator
Location
Massapequa, NY
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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
Investment Insight Wealth Management, LLC
State Registrations2 states
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