John F Suby Wealth Management LLC
Assets Under Management
$427.5M
Number of Clients
195
Number of Advisors
3
Average Client AUM
$2.2M
AUM per Advisor
$142.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
John F. Suby Wealth Management, LLC provides individualized investment management services with ongoing supervision of client investment accounts. They also offer investment consulting services on an hourly or flat fee basis. Wealth Management typically delegates ongoing management services to sub-advisers or third-party managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Fees for asset management services are calculated as a percentage of the total value of investments under management and are negotiable. The fee is separate from transaction, commission, administrative, servicing fees and other servicing fees which may be charged by the account’s custodian, and management fees which may be charged by third party managers. Investment Consulting Services are charged either on an hourly basis ($100-$500/hour) or a flat fee basis ($500-$25,000). Retirement plan service fees may be fixed or asset based (not to exceed 1.00% annually). There is no minimum account size or minimum fee to receive advisory services.
Areas of Practice
Location
2901 West Beltline Hwy, Suite 201, Madison, WI, 53713