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How does the advisor help clients – Key Takeaways:
SULLIVAN WOOD CAPITAL MANAGEMENT, LLC is a highly reputable financial management firm that provides expert guidance and support to its clients in achieving their financial goals. With a team of experienced financial advisors, the firm has helped numerous clients make sound financial decisions and manage their assets effectively.
Facts and Insights
Founded in 2008, SULLIVAN WOOD CAPITAL MANAGEMENT, LLC has been in business for over a decade. It currently manages over $500 million in assets and has a team of 15 experienced financial advisors. The firm focuses on providing personalized financial planning and investment management services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 15 |
| Time in Business | Over 10 years |
Financial Services Offered
SULLIVAN WOOD CAPITAL MANAGEMENT, LLC offers a wide range of financial services to its clients. These include:
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
Client Types
The firm caters to a diverse clientele, including individuals, families, and businesses. Its services are tailored to meet the specific needs and goals of each client, allowing them to achieve their financial objectives.
Fees & Compensation
SULLIVAN WOOD CAPITAL MANAGEMENT, LLC operates on a fee-only basis, meaning it does not earn commissions or sell products. This ensures that the firm’s advisors are always acting in the best interests of their clients. The fees charged by the firm are determined based on the assets under management, and there are no hidden fees or additional charges.
Background
SULLIVAN WOOD CAPITAL MANAGEMENT, LLC was founded by John Sullivan and Lisa Wood, both experienced financial advisors with over 20 years of experience in the industry. They are committed to providing unbiased and transparent financial advice to their clients, helping them achieve financial independence and security.
Financial Advisor Disclosures to Know
As a registered investment advisor, SULLIVAN WOOD CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions that may impact its clients. The firm has a clean record and is dedicated to maintaining the highest ethical standards in all its operations.