Elizabeth Skettino is a CFA-designated registered investment advisor at Cullinan Associates, INC., based in Louisville, KY, with 8 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 632 clients with $1.5B 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 | 0.65% |
DividendWriting accounts: not more than 0.65% of market value. OverWriting accounts: not more than 0.50% of market value. IndexPlus accounts; not more than 0.40% of market value. Fees for account values above $5,000,000 are negotiable.
Fee Estimator
Location
295 N. Hubbards Lane, Suite 203, Louisville, KY, 40207
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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 →Employment History
Current Registrations
Cullinan Associates, INC.
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Wells Fargo Investment Institute, INC.
State Registrations3 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.