How does the advisor help clients – Key Takeaways:
The Sullivan Group prides itself on providing comprehensive and personalized financial solutions to its clients. Here are some key takeaways on how the advisor helps clients:
- Offers a wide range of financial services to meet individual needs and goals
- Caters to various client types, including individuals, families, and businesses
- Transparent and fair compensation structure
- Experienced and knowledgeable team of advisors with a long history in the business
- Provides financial guidance and expertise to help clients achieve their financial goals
Facts and Insights
The Sullivan Group has been in business for over 20 years, providing financial advisory services to clients across the country. With a team of experienced and knowledgeable advisors, the group has built a strong reputation for delivering personalized and effective financial solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1996 | $1.5 billion | 15 |
| 2010 | $2.5 billion | 25 |
| 2018 | $4 billion | 35 |
Financial Services Offered
The Sullivan Group offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Wealth planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
The Sullivan Group caters to a variety of client types, including:
- Individuals and families
- High net worth individuals
- Business owners and executives
- Non-profit organizations
Fees & Compensation
The Sullivan Group believes in transparency when it comes to fees and compensation. Their fee structure is based on the assets under management, and their compensation can come in the form of fees, commissions, or a combination of both. They are committed to a fair and reasonable fee structure that aligns with the best interests of their clients.
Background
The Sullivan Group was founded by John Sullivan in 1996, with the goal of providing personalized and customized financial solutions to clients. John Sullivan, along with his team of experienced advisors, has built the group into a reputable and successful financial advisory firm that continues to grow and evolve with the changing needs of its clients.
Financial Advisor Disclosures to Know
As a financial expert, it is important to be aware of any relevant disclosures regarding the advisor or firm you are working with. The Sullivan Group has a clean record and has not had any disciplinary actions taken against them by regulatory authorities. Additionally, their advisors are required to act in the best interest of their clients, as outlined in the fiduciary standard.