Skylark Wealth manages investment portfolios and offers financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Skylark Wealth tailors its services to each client's individual needs, considering their income, tax situation, and risk tolerance to create a personalized investment plan.
Assets Under Management$23M
Clients14
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$600K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.99% |
| $1.0M - $2.0M | 0.89% |
| $2.0M - $4.0M | 0.79% |
| $4.0M - $6.0M | 0.69% |
| $6.0M - $10.0M | 0.59% |
| $10M+ | 0.49% |
Accounts under $600,000 may be subject to an alternate fee schedule. There is a minimum quarterly fixed fee of $1,500 for Investment Management with Financial Planning Services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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