SKG Capital Advisors is a registered investment advisor based in New Mexico that provides continuous portfolio management and financial planning services. The firm operates primarily through a wrap fee program, creating customized investment portfolios based on each client's goals, time horizon, risk tolerance, and tax considerations. SKG Capital Advisors tailors its advisory services and manages accounts with the authority to make trades without asking first. In addition to traditional wealth management, the firm offers an automated online investment platform and pension consulting services. The firm's investment strategies incorporate various methods of analysis, including technical, fundamental, and cyclical analysis, alongside asset allocation. SKG Capital Advisors works with individuals, high net worth individuals, corporations, and small businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.35% |
| $1.5M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.50% |
Householding of accounts results in lower fee calculations. Fees are negotiable in rare instances.