Matthew Suby is a registered investment advisor at John F Suby Wealth Management LLC, based in Rockford, IL, with 27 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 196 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee ranges from 0.30% to 1.00% of assets under management. Fees are negotiable and vary by client.
Fee Estimator
Location
129 S Phelps Ave, Suite 902A, Rockford, IL, 61108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Matthew is a shareholder and CPA at John F. Suby & Associates, S.C., providing accounting and tax services, dedicating nearly all of his time to this business. He is also a shareholder in AJ Restaurant Accounting, LLC, which provides bookkeeping and payroll services, but he spends no time on this activity.
Employment History
Current Registrations
John F Suby Wealth Management LLC
Previous Registrations
Sva Wealth Management, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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