SK Wealth offers financial, estate, retirement, charitable, tax, and investment management planning services. SK Wealth's compensation comes exclusively from fees. SK Wealth conducts asset allocation and provides investment management through mutual funds and ETFs. SK Wealth may coordinate with other specialists and educates clients on financial issues. SK Wealth may recommend other professionals for non-investment implementation purposes.
Assets Under Management$640M
Clients323
Advisors6
Avg. per Client$2M
Avg. per Advisor$110M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $700K | 1.00% |
| $700K - $1.3M | 0.60% |
| $1.3M - $2.5M | 0.50% |
| $2.5M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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