Sullivan Haymaker provides portfolio management services tailored to individual client goals, risk tolerance, and time horizon. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. Sullivan Haymaker generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$3.7M
Clients20
Advisors1
Avg. per Client$190K
Avg. per Advisor$3.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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