Skylar Harding is a CFA-designated registered investment advisor at Oceanair Wealth, based in Las Vegas, NV, with 2 years of industry experience. Skylar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 5 clients with $490K 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 | 1.00% |
The annual fee is negotiable and may be charged as a percentage of the assets under management or as a flat fee.
Fee Estimator
Location
Las Vegas, NV
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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 Activities
Skylar is a board advisor for Zesty Enterprises LLC since 2020, meeting with management to discuss business matters and reviewing financials. This takes about 10-20% of their time and occurs outside of securities trading hours.
Employment History
Current Registrations
Oceanair Wealth
Previous Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., 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.