Sullivan Capital Management (SCM) manages investment portfolios for clients, focusing on stocks, ETFs, and bonds. SCM does not use insurance products, futures, or exotic investments. John L. Sullivan, the owner and portfolio manager, monitors portfolios daily and has been in business since 1984. SCM aims to match investment goals with current market conditions, prioritizing capital preservation. The firm sends quarterly reports and encourages clients to compare them with monthly statements from their account custodian, Charles Schwab & Co. Inc.
Assets Under Management$26M
Clients44
Advisors1
Avg. per Client$580K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.40% |
| $500K - $2.0M | 1.20% |
| $2M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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