| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable in certain instances.
5 Mount Royal Ave, Ste 250, Marlborough, MA, 01752
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Donald operates William F Sullivan Financial Services as a DBA for his LPL business. He is also an agent for Sullivan Insurance Group, Inc., selling life, disability, health, group medical, dental, life, disability, and vision insurance, but dedicates minimal time to this activity.