C. E. Skowrup & Co. offers non-discretionary portfolio management services, meaning they need your permission before making any trades. They tailor their advice to your investment needs, risk tolerance, financial goals, and overall financial situation. They provide investment advice on both stocks and bonds. They do not offer a wrap fee program.
Assets Under Management$23M
Clients11
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
C. E. Skowrup & Co.'s fees generally do not exceed 1% of the value of your portfolio per year, billed quarterly in advance. The exact fee depends on factors like the amount you invest, how often you meet in person, and the type of account. If you end the agreement early, you may receive a pro-rated refund of any prepaid fees.
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