William Sullivan
William Sullivan is a registered investment advisor at Next Level Private LLC, based in Milton, MA, with 12 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 691 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Next Level Private charges a percentage of your portfolio's value each quarter for investment management. The annual fee ranges from 1.00% to 1.50%, depending on the complexity of your situation, the amount of assets managed, and your overall relationship with Next Level Private. Fees may be negotiable. Some clients may be offered a fixed quarterly fee.
Location
30 Central Avenue, Milton, MA, 02186
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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 ActivitiesSells Insurance
William is involved with William Sullivan Insurance Agency, providing insurance services on a full-time basis. He is also a board member of Milton-Fuller Housing Agency, dedicating minimal time, and his insurance company insures the buildings for the agency.
Employment History
Current Registrations
Next Level Private LLC
Previous Registrations
Lexington Wealth Management, INC.
Lexington/bridgewater Wealth Management, LLC
Lexington Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.