William J. Sumski operates as a registered investment advisor offering portfolio management services exclusively to individual clients. The firm focuses on long-term investment strategies primarily utilizing mutual funds and exchange-traded funds. William J. Sumski works closely with clients to establish personalized investment policies based on their individual goals and objectives. The firm operates on a non-discretionary basis, meaning client consent is required before executing trades. In addition to investment management, financial planning services are included as part of the managed account program fee. The firm utilizes fundamental, technical, and cyclical analysis methods to guide investment decisions and recommends Charles Schwab as the primary broker-dealer for client transactions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Portfolio management fees range between 0.50% and 1.50% of assets under management and are negotiable.