S&S Wealth Management provides investment advice based on each client's needs. They offer continuous advice on investing client funds, with clients choosing an advisor representative to manage their accounts. Clients can have their accounts managed on a discretionary or non-discretionary basis. S&S Wealth Management may also direct clients to independent investment managers. They also offer personal money management counseling for a fee, and consulting services to sponsors of participant-directed retirement plans.
Assets Under Management$130M
Clients312
Advisors4
Avg. per Client$400K
Avg. per Advisor$32M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.60% |
Fees are negotiable for accounts over $20,000,001. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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