Sky Vision Wealth Management Corp. provides ongoing portfolio management services based on individual client goals and risk tolerance. They create investment policy statements and request authority to make trades without client permission for each transaction. SVWMC also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They may choose third-party investment advisors to manage client assets.
Assets Under Management$110M
Clients77
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$35M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.20% |
| $10.0M - $20.0M | 1.00% |
| $20.0M - $50.0M | 0.80% |
| $50M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...