Michal Skowronski is a CFP-designated registered investment advisor at Skylark Wealth, LLC, based in San Francisco, CA, with 9 years of industry experience. Michal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Cross-Border Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 14 clients with $23M 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 $1.0M | 0.99% |
| $1.0M - $2.0M | 0.89% |
| $2.0M - $4.0M | 0.79% |
| $4.0M - $6.0M | 0.69% |
| $6.0M - $10.0M | 0.59% |
| $10M+ | 0.49% |
Accounts under $600,000 may be subject to an alternate fee schedule. There is a minimum quarterly fixed fee of $1,500 for Investment Management with Financial Planning Services.
Fee Estimator
Contact
Michal Skowronski
Location
2443 Fillmore St #380-1492, San Francisco, CA, 94115
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Skylark Wealth, LLC
State Registrations1 state
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