SKG Capital Advisors offers investment advice and manages portfolios for individuals, high net worth individuals, and small businesses. SKG Capital Advisors creates personalized investment plans based on clients' goals, risk tolerance, and time horizon. SKG Capital Advisors also offers financial planning as part of its wealth management service.
Assets Under Management$130M
Clients277
Advisors3
Avg. per Client$470K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Minimum Annual Fee:$675
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% |
Fees may be negotiable. Householding of accounts results in lower fee calculation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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