Sullivan Financial, operating as Sullivan Dunn Wealth Management and Retire Peacefully, provides investment advice and financial planning. Services include ongoing portfolio management tailored to individual client goals, pension consulting for employee benefit plans, and financial planning covering investments, insurance, retirement, college, and debt. Sullivan Financial generally advises on mutual funds, fixed income, real estate funds, insurance products, and ETFs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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