Skiver Investment Services provides investment advice and financial planning to individuals and high net worth individuals. Skiver Investment creates customized investment strategies based on client goals, risk tolerance, and financial situations. They construct portfolios using individual stocks, mutual funds, and bonds. Skiver Investment also offers financial planning services covering investment, retirement, education savings, and charitable giving.
Fee Structure
Skiver Investment charges a percentage of your portfolio annually, ranging from 0.5% to 2.5%. The exact percentage depends on the complexity of the services, the amount of assets managed, and the overall relationship with Skiver Investment. Fees are paid monthly, in advance. The fees do not include brokerage fees or other transaction costs.