Alan Skillern is a CFP-designated registered investment advisor at Best Case Financial, based in Fillmore, IN, with 3 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 4 more. Their firm serves 5 clients with $1.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Best Case Financial (BCF) offers investment management services for a fee. Here's how it works:
- Investable assets below $300,000: A fixed annual fee of $3,000, paid quarterly in advance. This fee is negotiable.
- Investable assets above $300,000: An annual fee of 1.00% of your portfolio, paid quarterly in advance. This fee is also negotiable.
Contact
Alan Skillern
Location
Fillmore, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Best Case Financial
Previous Registrations
Delta Wealth Advisors, LLC
State Registrations1 state
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