| 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.
129 S Phelps Ave, Suite 902A, Rockford, IL, 61108
Get directionsNo 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 →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.