Elizabeth Sullivan is a CFP-designated registered investment advisor at Murphy & Sylvest, based in Dallas, TX, with 5 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 415 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable depending upon the needs of the client, complexity of the situation and the third-party manager if applicable. In general, fees may reduce as the aggregate assets under management increase.
Fee Estimator
Location
13760 Noel Road, Suite 300, Dallas, TX, 75240
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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
Elizabeth is the President of the Board of Directors for the non-investment related organization, For the Love of the Lake, dedicating about 10-20% of her time. She also participates in the Plano Chamber of Commerce Women's Division, spending minimal time per month.
Employment History
Current Registrations
Murphy & Sylvest
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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