Fees and Expenses

We believe in simplicity and transparency

Investment Management typically entails two types of costs. First, there is a fee paid to Skyline, which is directly tied to the magnitude of assets managed, see below. Second, 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 it's clients and never by fund companies, insurance companies or brokerage houses.

Asset Based 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. Notice, there's nothing that incentivizes unnecessary transactions or extraneous services.

$1M or Less

0.90%

Between $1M & $2M

0.75%

Between $2M & $5M

0.60%

Above $5M

0.45%

There is a minimum fee of $2,000 per year for each client.

For examples of our fee see the disclosure brochure.

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.