SKM Wealth Management offers investment management services on both a discretionary and non-discretionary basis, tailoring investment strategies to individual client goals and risk tolerance. SKM also provides financial planning and consulting services, including full financial plans and assistance with individual financial topics. SKM requires a minimum of $500,000 to open and maintain an account, though this may be waived in certain instances.
Assets Under Management$19M
Clients16
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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