Brian Skrobonja
Brian Skrobonja is a ChFC-designated registered investment advisor at Skrobonja Wealth Management, LLC, based in Arnold, MO, with 31 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 284 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Skrobonja Wealth Management's maximum annual fee for investment management will not exceed 2.00%. Fees are calculated monthly based on the average daily value of your account. For American Funds F-2 Direct Platform Investment Management, the annual fee ranges between 0.50% and 1.50%, billed quarterly by American Funds Service Company.
Location
16A Municipal Drive, Arnold, MO, 63010
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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 ActivitiesSells Insurance
Brian is the owner/president of Skrobonja Financial Group and Skrobonja Insurance Services, and also owns Skrobonja Wealth Management, LLC, Skrobonja Tax Consulting, and Assets2Income. He dedicates about a quarter of his time to Skrobonja Financial Group and Skrobonja Insurance Services, a few hours per week to writing, and a few hours per week to insurance policy education and tax services.
Employment History
Current Registrations
Skrobonja Wealth Management, LLC
Madison Avenue Securities, LLCBroker
Previous Registrations
Ae Wealth Management, LLC
Kalos Capital, INC.Broker
Kalos Management
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
American General Securities Incorporated
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
State Registrations25 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.