John F. Suby Wealth Management manages investment portfolios and provides financial consulting services for individuals, businesses, and retirement plans. The firm creates diversified portfolios, often delegating ongoing management to third-party managers or platform providers while supervising the account. Clients can also receive financial planning and investment consulting on retirement, estate planning, college savings, cash flow, and lump-sum distributions. The firm is affiliated with an accounting firm, John F. Suby & Associates, allowing clients to combine accounting services with their wealth management agreement. John F. Suby Wealth Management acts in the best interest of its clients when providing advice.
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.