Benjamin Sullivan
Benjamin Sullivan is a CFP-designated registered investment advisor at Palisades Hudson Asset Management, L.P., based in Austin, TX, with 10 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 154 clients with $1.7B 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 | 1.00% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.35% |
| $20.0M - $35.0M | 0.35% |
| $35.0M - $65.0M | 0.25% |
| $65M+ | 0.25% |
These fees are for Trust Management. Fees are negotiable on portfolios larger than $50 million. Performance Reporting fees range from 0.10% to 0.35%. Active Management fees range from 0.25% to 1.00%.
Fee Estimator
Location
9442 North Capital of Texas Highway, Plaza One, Suite 500, Austin, TX, 78759
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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
Benjamin works as a Senior Client Service Manager at Palisades Hudson Financial Group LLC, a financial planning business, since 2007. This takes about half of his time and involves tax preparation and planning, retirement planning, estate planning, and other financial planning services.
Employment History
Current Registrations
Palisades Hudson Asset Management, L.P.
State Registrations1 state
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