How does the advisor help clients – Key Takeaways:
SKIHAWK CAPITAL PARTNERS, LLC is a highly experienced and reputable financial consultancy firm that provides top-tier financial services to its clients. Founded in 1999, the firm prides itself on its expert advisors who possess extensive knowledge and experience in the financial industry. Their expertise allows them to assist clients in achieving their financial goals and securing their financial future.
Facts and Insights
SKIHAWK CAPITAL PARTNERS, LLC has over 20 years of experience in the financial industry, making them a trusted and reliable advisor for their clients. The firm has a team of highly qualified advisors who work closely with their clients to provide personalized financial solutions tailored to their specific needs. This level of personalization sets them apart from other financial advisors.
Their advisors utilize their vast knowledge and expertise to offer financial advice on a variety of topics including investments, retirement planning, tax planning, estate planning, and more. This comprehensive range of services ensures that clients have all the necessary tools and resources to make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
SKIHAWK CAPITAL PARTNERS, LLC offers a wide range of financial services to cater to their clients’ diverse needs. Their services include but are not limited to:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Wealth management
Client Types
SKIHAWK CAPITAL PARTNERS, LLC caters to a diverse clientele, including individuals, families, and small businesses. Their personalized approach allows them to serve clients of varying financial backgrounds and help them achieve their unique financial goals.
Fees & Compensation
As a fee-only financial advisory firm, SKIHAWK CAPITAL PARTNERS, LLC charges a flat fee for their services, ensuring transparency and avoiding conflicts of interest. This fee is based on a percentage of the client’s assets under management, making it a fair and equitable compensation model.
Background
SKIHAWK CAPITAL PARTNERS, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). They adhere to strict fiduciary standards, meaning they are legally obligated to act in the best interest of their clients at all times. This commitment to ethical and transparent practices has helped establish the firm as a trustworthy and reliable advisor for their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, SKIHAWK CAPITAL PARTNERS, LLC is required to disclose any potential conflicts of interest or disciplinary actions to their clients. Clients can find this information on the firm’s Form ADV, which can be accessed through the SEC’s website or by requesting a copy directly from the firm.