John F. Suby Wealth Management provides investment management and consulting services. For investment management, they gather client information to assess investment objectives and risk tolerance, then provide advice, often delegating ongoing management to sub-advisers or third-party managers. They also offer consulting services on an hourly or flat-fee basis for specific financial situations like retirement or college planning. Wealth Management also provides services for retirement plans.
Assets Under Management$430M
Clients195
Advisors3
Avg. per Client$2.2M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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