Sky-Mountain Capital Management offers investment management, financial planning, consulting, and retirement advisory services. Investment management involves creating a portfolio strategy based on your goals and risk tolerance, using diversified mutual funds and exchange-traded funds. Financial planning can be stand-alone or with investment management, covering areas like retirement, taxes, and estate planning. Consulting services are customized and may cover real estate or financial account reviews. Retirement plan advisory services help employers establish and monitor their company's retirement plan.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable. Accounts within the same household will be combined for a reduced fee. Less active accounts may receive more favorable pricing. Employees and their family related accounts are charged a reduced fee.