Trubee Wealth Advisors, Inc.

Trubee Wealth Advisors, Inc. is a registered investment adviser based in Buffalo, New York, established in 1940. The firm offers continuous advice on investment based on individual client needs, with a focus on developing personalized investment programs. Trubee manages discretionary and non-discretionary accounts tailored to each client, with services for individuals, small businesses, and actively engaged in business as a broker/dealer and insurance broker. The firm does not act as a portfolio manager for wrap fee programs but offers such products through Wells Fargo Clearing Services, LLC. Trubee provides access to third-party sub-advisory services, ensuring recommendations are based solely on clients' interests. The firm is a fiduciary for retirement accounts, operating under a special rule to act in clients' best interests. Trubee's fees are asset-based, with a minimum fee for accounts under $1,000,000 and a negotiable flat fee for larger accounts. Clients pay advisory fees monthly or quarterly based on the net asset value of their accounts. Trubee discloses potential conflicts of interest related to compensation and brokerage practices, emphasizing transparency and client interests. The firm does not charge performance-based fees and provides portfolio management services to various client types, including individuals, high net worth individuals, and institutions. Trubee employs fundamental and technical analysis methods and considers various investment risks, ensuring clients are informed about potential losses. Clients retain discretion over their investments, with Trubee providing guidance and recommendations based on stated investment objectives. The firm does not vote proxies on behalf of clients and urges clients to review custodial statements regularly. Trubee maintains a Code of Ethics and discloses financial information to ensure transparency and client trust.