SKP Wealth Management offers investment management and financial planning services to individuals, high net-worth individuals, and businesses. SKP Wealth creates personalized investment plans and manages client portfolios. They also offer financial planning services covering areas like retirement, tax, estate, and insurance. SKP Wealth is a fee-only firm, meaning they only get paid by their clients.
Assets Under Management$290K
Clients1
Advisors1
Avg. per Client$290K
Avg. per Advisor$290K
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees are negotiable. For cash management accounts, SKP Wealth charges a fixed rate of 0.15% of the assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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