Liran Amir is a registered investment advisor at Skp Wealth, based in Glendale, WI, with 1 years of industry experience. Liran 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 4 more. Their firm serves 1 clients with $290K 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 | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees are negotiable. For cash management accounts, SKP Wealth charges a fixed rate of 0.15% of the assets.
Fee Estimator
Location
Glendale, WI
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
Liran is the Founding/Managing Partner of Sakura Partners, LLC, an accounting firm in Glendale, WI, since 2017. This takes about a quarter of his time, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Skp Wealth
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.