Advisor at CIO Wealth Management, Inc.
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Firm
CIO Wealth Management, Inc.
Location
Sudbury, MA 01776
Credentials
CFP®, Series 66
Industry experience
28 years
Andrew Sullivan is a CFP® professional with 28 years of industry experience. He has worked at CIO Wealth Management, Inc. since 2021 and previously spent 12 years at LPL Financial, LLC. CIO Wealth Management serves individuals, high-net-worth clients, families, trusts, businesses, and qualified retirement plan sponsors. The firm offers discretionary investment management, comprehensive financial planning, and qualified plan consulting services, with a focus on customized portfolios and formal fiduciary roles for employer retirement plans.
Based on CIO Wealth Management, Inc.
Based on CIO Wealth Management, Inc.
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$300 per hour for complex financial planning and consulting services
144 North Road, Suite 2300
Sudbury, MA 01776
Massachusetts · North Carolina · Texas
CIO Wealth Management, Inc.
2021 - Present (5 years)
LPL Financial, llc
2009 - 2021 (12 years)
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