The Sullivan Group manages investment portfolios and provides financial guidance for individuals, families, and businesses. The firm builds customized investment portfolios based on each client's specific financial goals, risk tolerance, and time horizon. Portfolio managers evaluate various factors including liquidity needs, outside investments, and insurance resources to create a tailored investment plan. The Sullivan Group uses fundamental, technical, and cyclical analysis to select equities, bonds, mutual funds, exchange-traded funds, and alternative investments. In addition to investment management, the firm assists employer plan sponsors with retirement plan reviews and offers guidance on insurance products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are charged monthly in advance based on the time-weighted value of the account for the previous month. Rates are negotiable at the firm's discretion.