SKA Financial Services has been providing financial advisory services since 1995 to individuals, closely-held businesses, and pension and profit plans. SKA offers active management of client funds (discretionary accounts) and non-discretionary account services. SKA tailors each investment profile to the needs of the individual client. In addition to actively managing investment portfolios, SKA also provides financial advice that includes investment recommendations; insurance needs analysis; and retirement, tax, and estate planning.
Assets Under Management$160M
Clients229
Advisors1
Avg. per Client$690K
Avg. per Advisor$160M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.60% |
| $50K - $250K | 1.20% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable. The standard fee schedule is for full-service discretionary accounts. For non-discretionary accounts, fees are determined individually based on the service level requested by the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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