SKYY Financial Group, led by Yassir M. Samra, offers investment advice and asset management services. They educate clients on investment strategies through tutoring sessions, seminars, and publications. They tailor investment advice to each client's needs, considering their financial situation and risk tolerance. They may manage accounts on a discretionary basis, mirroring the firm's own gains and losses with the client's knowledge and approval.
Assets Under Management$370K
Clients3
Advisors1
Avg. per Client$120K
Avg. per Advisor$370K
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$4,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 43.20% |
| $25K - $50K | 36.00% |
| $50K - $75K | 33.60% |
| $75K - $100K | 32.40% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Accredited investors may participate in a "hedge fund" with a "2 and 25" rule (2% of assets and 25% of gains).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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