Renee Skiver
Renee Skiver is a registered investment advisor at Skiver Investment Services, based in Allen Park, MI, with 29 years of industry experience. Renee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Skiver Investment charges a percentage of your portfolio annually, ranging from 0.5% to 2.5%. The exact percentage depends on the complexity of the services, the amount of assets managed, and the overall relationship with Skiver Investment. Fees are paid monthly, in advance. The fees do not include brokerage fees or other transaction costs.
Location
6715 Park Avenue, Allen Park, MI, 48101
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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
Renee is an independent insurance agent offering life insurance, fixed annuities, long-term care, and property & casualty insurance. This activity takes about 10-20% of Renee's time.
Employment History
Current Registrations
Skiver Investment Services
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
CUNA Brokerage Services, INC.Broker
Natcity Investments, INC.Broker
Standard Brokerage Services, INC.Broker
Natcity Insurance Services, INC.Broker
First of America Brokerage Service, 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.