Skyview Financial Group offers investment management services using mutual funds, exchange-traded funds, individual stocks, and bonds. They also provide financial planning services covering investment planning, retirement planning, education savings, and insurance needs. Skyview Financial Group serves as a fiduciary, acting in the client's best interest. They may refer clients to other professionals like accountants and attorneys.
Fee Structure
Skyview Financial Group's investment management fees are based on the value of your portfolio and are charged quarterly in advance. The fees can be up to 1.50% annually, depending on the complexity of the services, the amount you invest, and your overall relationship with Skyview Financial Group. Fees may be negotiable.