Susko Wealth Advisors offers customized wealth management services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. These services include investment management and financial planning. Susko Wealth Advisors creates a portfolio strategy based on the client's goals, risk tolerance, and financial situation. Financial planning services cover investment, retirement, tax, personal savings, and education savings.
Fee Structure
Susko Wealth Advisors charges an investment advisory fee based on the value of your portfolio. The fee can be up to 1.00% annually, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees are paid quarterly in advance. The fee may be negotiable.