Mary Mermel is a CFP-designated registered investment advisor at Sullivan Mermel, INC., based in Chicago, IL, with 17 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 45 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Sullivan Mermel offers a standard retainer for comprehensive financial planning for a fixed fee. The base fee ranges from $875 to $2,975 based on the complexity of the client's situation. An income component is calculated at 1% of the client's total income (excluding capital gains). A net worth component is also added, ranging from $2,500 to $55,000 depending on the client's marketable net worth. Premium service, when requested, ranges from a 10-25% add on charge. The minimum fee for the standard retainer is $6,000. Clients can pay annually, quarterly, or monthly.
Sullivan Mermel offers a financial strategy session for a fee of $2,500. Discounts may apply.
Contact
Mary Mermel
Location
3744 N. Southport Unit G, Chicago, IL, 60613
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sullivan Mermel, INC.
State Registrations1 state
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Exams
Additional Information
I have worked in the financial industry for over 25 years, from working in high-profile litigation, to the back office of a derivatives house, to being a manager and district manager at Starbucks way back when they first opened in Chicago.