Sullivan Financial offers financial planning, portfolio management services through third-party investment advisors, and consulting services. Financial planning covers personal finances, taxes, investments, insurance, retirement, death & disability, and estate planning. Sullivan Financial recommends third-party investment advisors to clients for portfolio management services. Consulting services provide advice on specific topics like estate planning or retirement planning.
Fee Structure
Sullivan Financial uses third-party investment advisors to manage client portfolios. The total annual fee, which includes Sullivan Financial's fee and the third-party advisor's fee, varies between 0.25% and 1.25% of the portfolio's value. Sullivan Financial also charges a technology platform fee of 0.15% on the first $2,000,000 and 0.10% on amounts over $2,000,001. Fees are charged quarterly, in advance.