Skidmore Advisory Services offers personalized financial planning and investment management. Their services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Skidmore Advisory Services is a fee-based firm and does not sell commissioned products.
Assets Under Management$6.2M
Clients12
Advisors1
Avg. per Client$520K
Avg. per Advisor$6.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fees will not exceed 1.25% and is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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