Fees

Fees

SKWealth works on a fee-only basis. We do not receive any compensation from commissions or other transaction charges. For the management of investment portfolios, our Fees are based on the assets under management. These Fees are invoiced quarterly (in arrears) according to the following schedule:

 

Account Balances Annual Percentage
$0 – $100,000 1.50%
$100,001 – $250,000 1.25%
$250,001 – $700,000 1.00%
$700,001 – $1,250,000 0.60%
$1,250,001 – $2,500,000 0.50%
$2,500,001 and above 0.40%

Generally, fees for our personal financial planning engagements range from $2,500 to $5,500. Other one-time consulting services may be billed at an hourly rate of $250.

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