Bart Skidmore is a registered investment advisor at Skidmore Advisory Services, INC., based in Denver, CO, with 20 years of industry experience. Bart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 12 clients with $6.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fees will not exceed 1.25% and is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
1970 S. Lafayette St., Denver, CO, 80210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bart is the president of an accounting and tax firm, spending about a quarter of his time there. He also serves as president of a property management company, dedicating minimal time to monitoring rental activity.
Employment History
Current Registrations
Skidmore Advisory Services, INC.
Previous Registrations
Gill Capital Partners
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.