John F Suby Wealth Management LLC

John F. Suby Wealth Management, LLC, established in August 2009, is a registered investment adviser offering Discretionary Asset Management Services and Consulting Services to a diverse clientele. The firm, wholly owned by John F. Suby & Associates, S.C., provides individualized investment management services, often delegating ongoing management to sub-advisers or third-party managers. Wealth Management acts as a fiduciary, obligated to act in clients' best interests, particularly for retirement accounts. Clients are not required to use recommended services, and the firm may provide accounting services through its affiliate. As of December 31, 2024, Wealth Management managed approximately $427.5 million in assets. Fees for Asset Management Services are based on a percentage of assets under management, with rates ranging from 1.00% to 0.30%. Investment Consulting Services are offered on an hourly or flat fee basis, with hourly fees ranging from $100 to $500. The firm does not charge performance-based fees and does not have a minimum account size requirement. Wealth Management emphasizes diversified portfolios tailored to clients' risk tolerance and investment objectives, with investment decisions made by sub-advisers and third-party managers. Clients receive regular account reports and are encouraged to review financial matters annually. The firm maintains a Code of Ethics and safeguards client information under a strict Privacy Policy.