Fees & Expenses

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Financial planning tailored to you.

The cost of Base Camp depends on the scope of the project. Our simplest plans cost as little as $4,000, while complex plans, those requiring a high number of working sessions, can range as high as $10,000. Whatever the price, we agree upon the one-time fee together, in advance.

Skyline Financial Northwest practices wealth management with the majority of its clients, which includes both financial planning advice, ongoing financial consultation as the need arises, and full-service asset management. For those who decide to place assets under management, we provide a significant amount of planning services “gratis.”

  • A 50% credit for Base Camp planning fee for bring $500,000-$1,000,000 under management

  • A 100% credit for Base Camp planning fee for bring $1,000,000+ under management

Base Camp Fees

We designed our fee structure to align the interests of the advisor and the client.

Thus, as the client's total wealth grows, so does the advisors compensation. There's nothing that incentivizes unnecessary transactions or extraneous services.

Asset Based Fees

  • 0.90%

    $1M or Less

  • 0.75%

    Between $1M & $2M

  • 0.60%

    Between $2M & $5M

  • 0.45%

    Above $5M

There is a minimum fee of $4,500 per year for each client.

For examples of our fee see the disclosure brochure.

Additional Investing Costs

There are expenses incurred during the implementation of an investment strategy (brokerage fees, transfer fees, fund fees, etc.). These operational expenses are never kicked back to advisors and we always do our best to keep these costs as low as possible. Unlike many traditional financial advisors, Skyline is only compensated by its clients and never by fund companies, insurance companies or brokerage houses.

Other Expenses

Implementation of a financial plan inevitably leads to other expenses for the client. These can result from investment changes, the fees of other professionals, insurance policy alterations and more. Together we'll seek to minimize expense. Ultimately, selection of services and products falls to the client, our role is to help inform their decisions.