SKadvisors, LLC offers investment management and financial planning services. They focus on helping clients make responsible financial decisions to achieve their goals. They create investment plans based on your objectives and risk tolerance, and manage diversified portfolios using stocks, bonds, mutual funds, and ETFs. Financial planning helps clients navigate unexpected events and achieve financial security during both working and retirement years.
Assets Under Management$76M
Clients141
Advisors4
Avg. per Client$540K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees may be negotiable within each tier depending on the size and complexity of the portfolio.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...