Skinner Financial Services (SFS) provides ongoing portfolio management services by recommending third-party advisors based on your individual financial situation and goals. SFS creates an investment policy statement outlining your income, tax levels, and risk tolerance. SFS also offers financial planning services covering investments, insurance, retirement, college, and debt/credit planning. SFS may recommend fee-based annuities and variable universal life insurance.
Assets Under Management$4.9M
Clients47
Advisors1
Avg. per Client$100K
Avg. per Advisor$4.9M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This fee applies to both general portfolio management through third-party advisors and fee-based annuities.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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