Wealth Management

Long term relationships for long term results

All Skyline clients complete a foundational financial plan through Base Camp. This sets you the path, but does not adjust when life changes.

In the Underway phase, clients commit to full wealth management, receiving ongoing financial planning as well as continuing investment management. We ensure that your plan stays up to date as your priorities and life circumstances shift. Our focus is on the long term; a continuous, committed relationship is what it takes to get there.

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Wealth Management Services

  • Underway Planning

    Annual Reviews

    Ongoing Plan Analysis

    Unlimited Revisions

    Tax Planning

    Archival Maintenance

  • Investment Management

    Portfolio Monitoring

    Rebalancing

    New Money Trading

    Distribution Strategy

    Performance Reporting

Our fee structure is designed to align the interests of both advisor and client.
Thus, as the client’s total wealth grows, so does the advisor’s 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 operational expenses incurred during the implementation of an investment strategy (brokerage fees, transfer fees, fund fees, etc.). These expenses are never kicked back to advisors and we do our best to keep these costs as low as possible. Unlike many traditional financial advisors, Skyline is compensated solely by its clients, never by fund companies, insurance companies or brokerage houses.