Amy Butrymowicz is a registered investment advisor at John F Suby Wealth Management LLC, based in Madison, WI, with 14 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 195 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable and may vary from client to client.
Fee Estimator
Location
2901 West Beltline Hwy, Suite 201, Madison, WI, 53713
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Amy owns AJ Restaurant Accounting LLC, dedicating about half of her time to providing bookkeeping and payroll services to restaurant owners. She is also a shareholder at John F. Suby & Associates SC, where she spends about a quarter of her time providing accounting and tax services.
Employment History
Current Registrations
John F Suby Wealth Management LLC
State Registrations1 state
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