Success Wealth Management LLC

Success Wealth Management LLC is a registered investment advisor founded in July 2018 and officially registered in January 2019. The firm specializes in offering asset management services, financial planning, and consulting. Clients have the option to impose restrictions on investing in certain securities. Success Wealth Management LLC does not sponsor any wrap fee programs and had $66,000,000 in discretionary assets under management as of December 31, 2024. For asset management services, fees are tiered based on the total assets under management, ranging from 1.50% for assets up to $250,000 to 1.00% for assets over $1,000,000. Financial planning services are offered for a negotiable flat fee up to $5,000. Clients may cancel within five business days of signing the agreement with no penalty. The firm does not require prepayment of fees exceeding $1,200 per client. The firm's investment strategy is based on Modern Portfolio Theory, aiming to maximize returns for a given level of risk. Clients are advised on various risks associated with investments, including market risk, interest-rate risk, and liquidity risk. Success Wealth Management LLC does not vote proxies on securities, and clients are expected to vote their own proxies. The Chief Compliance Officer, Brian M. Goldman, oversees all supervision and investment advice offered to clients.