Sullivan, Bruyette, Speros & Blayney Review


Trust Score 98%
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Sullivan, Bruyette, Speros & Blayney, federally registered in 1991, is a Registered Investment Advisor (RIA) in 22 state(s) with a licensed staff of 25 advisors. Sullivan, Bruyette, Speros & Blayney manages $3.5 billion and provides investment advisory services for 1,954 clients (1:79 advisor/client ratio).

The annual fee for asset management services will be between 0.25% and 1.15%.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 79 clients (industry average 1:50)
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes The annual fee for asset management services will be between 0.25% and 1.15%.
Minimum Investment $1,000,000
Minimum Annual Fee $0
Average Account AUM $1,776,693
Hybrid Advisor No
Disciplinary History No
Total AUM $3.5 billion
Advisor / Client Ratio 1:79
Headquarters Mclean, VA
SEC Filings Forms and Brochures


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