Ronald Sklar
Ronald Sklar is a registered investment advisor at Skg Capital Advisors, LLC, based in Albuquerque, NM, with 39 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 277 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.35% |
| $1.5M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.50% |
Fees may be negotiable. Householding of accounts results in lower fee calculation.
Fee Estimator
Location
6757 Academy Road, Ne, Suite A, Albuquerque, NM, 87109
Get directionsHistory
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 ActivitiesSells Insurance
Ronald is an insurance agent through Ron Sklar and Associates, LLC since 1987. He spends minimal time filling out applications, setting up paramedical exams, offering long-term care insurance, life insurance, and fixed annuities.
Employment History
Current Registrations
Skg Capital Advisors, LLC
Previous Registrations
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Keeler Thomas INC
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Financial Network Investment CorporationBroker
Securities Company of New MexicoBroker
Ur Financial, INC.Broker
State Registrations2 states
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.