Skaggs Financial Planning provides investment advisory services to individuals and high-net worth individuals. The firm follows a 6-step investment process that can be customized to meet client needs. Skaggs Financial Planning manages investments and makes recommendations, but clients are responsible for ongoing management of funds invested through hourly or pro bono work.
Assets Under Management$27M
Clients29
Advisors1
Avg. per Client$920K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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