Skibek Wealth Management offers investment management and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, and other business types. Skibek Wealth works with clients to understand their financial goals, risk tolerance, and time horizons. The firm provides discretionary investment management services, meaning they can make trades without asking for permission each time. Financial planning services are included as part of the investment management process.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5M+ | 0.50% |
The investment management fee charged is subject to negotiation with each client based on the size of the account, prospective growth and other factors, and may differ from client to client.