Skinner, Copper & Ehmen Wealth Management, LLC
Skinner, Copper & Ehmen Wealth Management (SCE Wealth Management) offers investment advisory services including portfolio management, financial planning, and pension consulting. For investment management, SCE Wealth Management uses wrap accounts. Financial planning covers areas like retirement, estate, tax, and education planning. SCE Wealth Management may refer clients to third-party money managers and provides ongoing reviews of their management.
Fee Structure
SCE Wealth Management offers investment management through wrap accounts. Please see the separate Wrap Fee Program Brochure for complete information regarding this advisory service. If SCE Wealth Management refers you to a third party money manager, the fees for this service are debited as laid out in the Comprehensive Portfolio Management Agreement or Asset Management Agreement between you and SCE Wealth Management. This fee is in addition to any fees assessed by the chosen third party money manager.