Skyline Financial Northwest (SFNW) offers investment advice and financial planning services. Investment advice includes managing accounts, advising on retirement plans, and providing one-time recommendations. Financial planning covers personal finance, retirement, investments, education funding, tax, risk management, and estate planning. SFNW aims to build well-diversified portfolios using passive investment vehicles to minimize costs.
Assets Under Management$110M
Clients100
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
Minimum account advisory fee of $4,500 per year applies. Accounts exceeding $500,000 receive a 50% discount on financial planning services. Accounts exceeding $1,000,000 receive a 100% discount on financial planning services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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