SKB Advisory provides ongoing investment advice and management based on your individual needs and goals. They also offer financial planning advice on topics like taxes, cash flow, estate planning, and education, typically alongside their investment services. SKB Advisory manages accounts with the goal of growth, balance, or conservation, depending on your preferences.
Fee Structure
SKB Advisory charges a percentage of your portfolio value each year for investment management. There are two fee schedules, one based on an agreement with CPS Investment Advisors and another standard schedule.
If based on the CPS agreement, the fees are:
- First $3M: 1.50% per year
- $3,000,001 - $5,000,000: 1.00% per year
- Over $5,000,001: 0.75% per year
If not based on the CPS agreement, the fees are:
- $0 - $100,000: 1.35% per year
- $100,000 - $500,000: 1.25% per year
- $500,001 - $1,000,000: 0.90% per year
- $1,000,000 and Above: 0.75% per year
The fees are calculated based on the value of your portfolio at the end of the previous quarter and are paid in advance each quarter.