William J. Sumski is a registered investment advisor managing client accounts on a non-discretionary basis. He provides portfolio management services, including consultations to determine financial objectives, recommendations, and quarterly portfolio evaluations. William J. Sumski develops a personal investment policy for each client and manages a portfolio based on that policy, primarily using mutual funds and exchange-traded funds.
Assets Under Management$12M
Clients39
Advisors1
Avg. per Client$310K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and range from 0.50% to 1.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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