Skibek Wealth Management is a registered investment advisor based in Charlotte, North Carolina, founded by Jason Skibek in 2022. The firm provides discretionary investment management and comprehensive financial planning services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and various business types. Skibek Wealth Management builds customized portfolios using third-party investment models available through the brokerage platform Altruist, focusing on low-cost mutual funds, exchange-traded funds, individual securities, and fixed income investments. In addition to managing portfolios, Skibek Wealth Management provides comprehensive financial planning covering retirement, estate, tax, charitable giving, education, real estate, debt, and insurance analysis. The firm does not have an account minimum and charges investment management fees based on a percentage of the value of your portfolio.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable based on the size of the account and prospective growth.