Suissa Private Wealth offers personalized investment management and financial planning services to individuals, high-net-worth clients, non-profits, endowments, retirement plans, and corporations. Bernard Suissa owns and operates the registered investment advisor. The firm builds customized portfolios using mutual funds, exchange-traded funds, individual stocks, government bonds, and municipal securities. Portfolios are managed on both a discretionary and non-discretionary basis, meaning Suissa Private Wealth can make trades on your behalf or consult you first. When appropriate, the firm may recommend third-party money managers to handle portions of your portfolio. Alongside investment management, Suissa Private Wealth incorporates financial planning to help establish long-term goals covering retirement, education, estate planning, cash flow, taxes, and insurance needs. The firm does not have an account minimum, though it reserves the right to accept or decline clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee ranges up to 1.50% of assets under management and is negotiable based on relationship size, complexity, and time commitments.