Assets Under Management
$427.5M
Number of Clients
195
Number of Advisors
3
Average Client AUM
$2.2M
AUM per Advisor
$142.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
John F. Suby Wealth Management, LLC provides individualized investment management services with ongoing supervision of client investment accounts. They assess client investment objectives and risk tolerance, providing investment advice and recommendations. Wealth Management typically delegates ongoing management services to sub-advisers or third-party managers. They also offer Investment Consulting Services on an hourly or flat fee basis.
| Assets Under Management | 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.
2901 West Beltline Hwy, Suite 201, Madison, WI, 53713