Abigail Skipper is a registered investment advisor at Ranch Capital Advisors INC., based in Sarasota, FL, with 6 years of industry experience. Abigail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 420 clients with $340M 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 $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
At Ranch Capital's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee. Fees are negotiable depending on individual client circumstances.
Fee Estimator
Location
4910 Lakewood Ranch Blvd, #130, Sarasota, FL, 34240
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 Activities
Abigail owns and manages Grand Central Stables, a horse boarding farm, since 2019. This activity takes about 10-20% of her time and is not investment-related.
Employment History
Current Registrations
Ranch Capital Advisors INC.
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.