Sullivan Investment Management provides investment advice on equity, balanced, and fixed income accounts to both institutions and individuals. Sullivan Investment Management works with clients to determine their investment goals, risk tolerance, and portfolio construction. The firm's investment objective for equity growth portfolios is to exceed the returns of the S&P 500 stock index. Sullivan Investment Management also partners with several large investment firms to receive their research reports.
Fee Structure
Sullivan Investment Management offers two investment programs with different fee structures:
Custom Investment Services Program:
- A base fee of $240, plus:
- 1% of the value of your account up to $1,000,000
- 0.8% on the next $500,000
- 0.4% on the account value exceeding $1,500,000
Diversified Mutual Fund Program:
- A base fee of $240, plus:
- 0.8% of the value of your account up to $1,000,000
- 0.6% on the next $500,000
- 0.3% on the account value exceeding $1,500,000
Sullivan Investment Management maintains a minimum fee of $800. Fees are negotiable in special circumstances.