SkyView Capital Management provides investment management and financial planning services to individuals and small businesses. SkyView manages investment portfolios based on each client's individual needs and goals. Financial planning services cover retirement planning, business planning, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Financial planning may be offered at no additional cost.
Assets Under Management$2.9M
Clients16
Advisors1
Avg. per Client$180K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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