Skylid Capital Management (SCMI) offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. SCMI creates an Investment Policy Statement for each client. SCMI generally limits its investment advice to options trading, real estate funds, equities, ETFs, commodities, and non-U.S. securities. SCMI does not participate in wrap fee programs.
Assets Under Management$17M
Clients21
Advisors1
Avg. per Client$830K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.38% |
| $5.0M - $7.5M | 1.25% |
| $7.5M - $10.0M | 1.13% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 1.00% |
Fee may be negotiable in limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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