Skyline Advisors is a registered investment advisor based in Bellingham, Washington, offering personalized wealth management, financial planning, and investment advisory services. Skyline Advisors acts as a fiduciary, meaning they are legally required to act in your best interest. The firm focuses on building long-term investment portfolios based on academic research, minimizing investment expenses, and helping clients achieve their financial and life goals. In addition to individual wealth management, Skyline Advisors offers retirement plan consulting for employers and can refer clients to third-party money managers when appropriate. The firm manages its primary wealth management services through a bundled wrap fee program where investment advice, financial planning, and brokerage services are combined under a single fee.
Fee Structure
Skyline Advisors manages your investment portfolio through a bundled wealth management service that covers investment advice, financial planning, and brokerage services under a single fee. Because specific fee schedules for individual wealth management are detailed in a separate supplementary brochure, clients should review that document for exact percentage rates. However, for employer retirement plans, the firm charges an asset-based fee of up to 1.00% per year, which generally decreases once plan assets reach $1,000,000. For accounts managed through the Pontera platform that are held away from the recommended custodian, Skyline Advisors covers a 0.30% platform fee so you do not pay extra costs.