Skipjack Financial is a fee-only registered investment advisor offering financial planning and investment management services. Financial planning covers areas like retirement, taxes, estate, and insurance. For investment management, Skipjack Financial recommends Betterment for Advisors, where clients' portfolios are implemented. Skipjack Financial assists clients in selecting an appropriate asset allocation model and reviews the investment offerings.
Assets Under Management$3.1M
Clients6
Advisors1
Avg. per Client$520K
Avg. per Advisor$3.1M
Fee Structure
Planning is included in investment management (also available separately)
Skipjack Financial recommends Betterment for Advisors for investment management. Betterment charges a fee of 0.15% for managing your investments. Skipjack Financial does not charge a separate advisory fee on those assets.
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