Patrick Sullivan is a CFA-designated registered investment advisor at Frank, Rimerman Advisors LLC, based in Palo Alto, CA, with 22 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 105 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.30% |
| $20.0M - $100.0M | 0.20% |
| $100M+ | 0.10% |
Total annual fees typically range from 0.30% to 1.20% and are negotiable. New clients generally have a minimum fee of $15,000 annually.
Fee Estimator
Location
1801 Page Mill Rd, Palo Alto, CA, 94304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Patrick manages client accounts for Frank, Rimerman Advisors, LLC, providing investment-related services such as selecting money managers and evaluating portfolios. This is a full-time commitment for Patrick.
Employment History
Current Registrations
Frank, Rimerman Advisors LLC
State Registrations1 state
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