Skybox Financial Group offers personalized investment management, portfolio monitoring, and financial planning services to individuals, families, and business owners. The firm focuses on aligning clients' investments with their life goals, risk tolerance, and time horizons through customized portfolio construction using stocks, bonds, mutual funds, and exchange-traded funds. Skybox Financial Group also provides specialized services such as held-away account management (like retirement plans), employee benefit plan education, and online educational courses. The firm operates as a registered investment advisor with offices in Ohio.
Assets Under Management$75M
Clients190
Advisors2
Avg. per Client$400K
Avg. per Advisor$38M
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 account services are charged at an annual rate of 0.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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