Advisor at Preservation Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Preservation Wealth Management
Location
King Of Prussia, PA 19406
Credentials
Series 63, Series 65
Industry experience
22 years
Steven Suib is the sole advisor at Preservation Wealth Management in King of Prussia, PA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has operated his own business, Steven Suib, Inc., since 2000. Outside of investment advising, he devotes a significant portion of his time to an affiliated insurance business, selling fixed insurance products. Preservation Wealth Management is an independent, state-registered investment adviser serving individual clients through discretionary asset management and financial planning. The firm employs a variety of analytical approaches and offers access to third-party managers and model portfolios while managing a small client base with regular portfolio reviews.
Based on Preservation Wealth Management
$0 - $500,000: 1.50% annually $500,000.01 - $1,000,000: 1.25% annually $1,000,000.01+: 1.00% annually
Investment Advisor Representatives receive external compensation from sales of investment related products such as insurance as licensed insurance agents.
Account minimum: $50,000
630 Freedom Business Center Drive, Third Floor
King Of Prussia, PA 19406
Pennsylvania
Steven Suib, Inc.
2014 - Present (12 years)
Steven Suib, Inc.
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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