How does the advisor help clients – Key Takeaways:
SULLIVAN & ASSOCIATES is committed to providing top-tier financial expertise to its clients. Their dedicated team of professionals works closely with each client to understand their unique financial goals and create personalized strategies to help them reach their objectives.
Facts and Insights
SULLIVAN & ASSOCIATES has been in business for over 20 years and currently has assets under management totaling over $1 billion. With a team of experienced advisors, they are able to provide a wide range of financial services to clients of all backgrounds.
Assets Under Management, Number of Advisors and Time in Business:
| Time in Business | Assets Under Management | Number of Advisors |
|---|---|---|
| 20+ years | $1 billion+ | 10+ |
Financial Services Offered
SULLIVAN & ASSOCIATES offers a comprehensive range of financial services to help clients achieve their goals. These services include investment management, retirement planning, tax planning, estate planning, and more. Their team of experts utilizes a variety of strategies and resources to create customized solutions for each client.
Client Types
SULLIVAN & ASSOCIATES works with a diverse range of clients, including individuals, families, and businesses. They have experience in serving clients of all ages and backgrounds and are committed to providing personalized solutions for each unique situation.
Fees & Compensation
SULLIVAN & ASSOCIATES operates on a fee-based compensation structure, meaning their fees are based on a percentage of assets under management and are determined by the services provided. This structure aligns their interests with those of their clients and ensures that they are always working in their clients’ best interests.
Background
The team at SULLIVAN & ASSOCIATES has a diverse range of backgrounds and expertise, allowing them to provide a well-rounded approach to financial management. They are dedicated to staying current with industry trends and regulations to provide clients with the most up-to-date and effective strategies.
Financial Advisor Disclosures to Know
SULLIVAN & ASSOCIATES is a registered investment advisor, meaning they are held to a fiduciary standard and are required to act in their clients’ best interests. They have no disclosures or regulatory actions on record, demonstrating their commitment to maintaining ethical and professional standards in all aspects of their business.