S&s Wealth Management

S&S Wealth Management LP is a registered investment adviser firm based in Texas, established in 2004. The firm offers personalized investment advisory services tailored to individual client needs. Clients can choose between discretionary and non-discretionary account management options. Investment strategies include long-term purchases, short-term purchases, and trading, with a focus on tactical investment strategies. The firm may engage independent investment managers to handle client assets based on designated objectives. Regarding fees, S&S Wealth Management LP charges annualized fees ranging from negotiable to 1% of assets under management, billed quarterly. The firm does not charge performance-based fees. Clients are required to establish brokerage accounts with Schwab for custody and trading services. The firm does not receive soft dollar benefits but may receive access to Schwab's institutional services, which include research and technology tools. S&S Wealth Management LP does not vote proxies on behalf of clients and generally does not handle proxy voting responsibilities. The firm maintains a Code of Ethics and does not engage in principal transactions. Clients have the option to engage in discretionary asset management services, allowing the firm to place trades without prior client approval. The firm does not require payment of fees in advance and has not been subject to bankruptcy proceedings in the past ten years. For any inquiries or further details, clients can contact the Chief Compliance Officer, Stacey Smith, at 817-276-8090 or [email protected].