Skybox Financial Group provides financial solutions, including portfolio management and financial planning, to help clients achieve financial stability. They focus on understanding clients' life goals and developing economic solutions that reflect their definition of true wealth. Portfolio management strategies use a mix of stocks, bonds, mutual funds, and ETFs. They also offer portfolio monitoring, recommending independent portfolio managers. Financial planning covers various areas, including financial statements, savings, asset allocation, tax consequences, risk management, retirement income, healthcare, estate planning, and business succession planning.
Assets Under Management$75M
Clients190
Advisors1
Avg. per Client$400K
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$20K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable within each tier. Held away accounts are charged 0.25% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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