We help you achieve big goals like retiring or retiring early through innovative, fee only financial planning. At Sullivan Mermel, Inc., we don't accept commissions, loads, or referral fees, so you know that we're putting your interest ahead of our own.
SEBI RIAs are bound by a fiduciary duty. Fiduciary duty means that they are required to act in the best interests of their clients. We shall not receive any consideration by way of remuneration or compensation or in any other form from any person other than the client being advised. Thus ...