Sullivan Retirement Resources (SRR) provides financial planning and investment advisory services. SRR offers financial planning covering financial management, independence, money management, investment, risk, estate, and insurance planning. For investment management, SRR uses sub-advisors or third-party asset managers to manage client portfolios. SRR monitors client investment objectives and risk tolerance. SRR is a fee-only advisor.
Assets Under Management$10M
Clients31
Advisors1
Avg. per Client$330K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
The sub-advisor charges an additional 0.75%, for a combined fee of 1.90%. SRR's fees may be negotiable. The combined advisory fees of SRR and a sub-advisor shall not exceed 2.0% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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