Sullivan Mermel provides personalized financial planning and investment advice to individuals and families. The firm helps clients identify financial objectives and find solutions to financial problems, including cash flow, tax planning and preparation, risk and investment allocations, retirement planning, and estate planning. Sullivan Mermel does not sell insurance or investment products and does not accept commissions.
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.
