Skrobonja Wealth Management offers investment management and financial planning services. Investment management involves creating and managing portfolios with stocks, bonds, ETFs, and mutual funds. Financial planning covers areas like retirement, estate, tax, and education planning. Skrobonja Wealth Management uses a third-party investment advisory firm, AE Wealth Management, to help implement investment portfolios. The firm also offers mutual fund only investment allocations through American Funds.
Fee Structure
Skrobonja Wealth Management's maximum annual fee for investment management will not exceed 2.00%. Fees are calculated monthly based on the average daily value of your account. For American Funds F-2 Direct Platform Investment Management, the annual fee ranges between 0.50% and 1.50%, billed quarterly by American Funds Service Company.