Sullivan Wood Capital Management is a registered investment advisor based in Washington, DC, founded in 2003. The firm provides ongoing investment management on a discretionary basis, meaning Sullivan Wood Capital Management makes trades on your behalf based on your financial situation, goals, and risk tolerance. In addition to managing portfolios, Sullivan Wood Capital Management offers project-based financial consulting covering cash flow planning, retirement planning, estate planning analysis, insurance reviews, tax consulting, and required minimum distribution calculations. The firm utilizes fundamental and technical analysis, including charting, to guide its investment strategies, which may involve long-term and short-term purchases, margin use, and trading. Sullivan Wood Capital Management primarily serves individuals and high-net-worth individuals, including trusts, estates, and retirement accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
All fees are negotiable at Sullivan Wood Capital Management's sole discretion.