SKG Investment Services helps clients choose and monitor third-party investment managers. They work with clients to create an investment plan and then find suitable managers based on factors like account size and risk tolerance. SKG Investment Services monitors the performance of these managers and suggests changes if needed, but the client makes the final decision.
Fee Structure
SKG Investment Services does not directly manage client money. Instead, they help clients select a third-party investment manager. SKG Investment Services is paid a portion of the fee that the third-party manager charges to the client, typically 25% of the manager's fee. The third-party manager typically charges 1% or less of the managed assets. This arrangement does not increase the client's overall cost.