How does the advisor help clients – Key Takeaways:
SKIVER INVESTMENT SERVICES provides personalized financial guidance and management to clients. With a team of expert financial advisors, they aim to help clients achieve their financial goals by devising customized investment strategies.
Facts and Insights
SKIVER INVESTMENT SERVICES has been in business for 10 years and has over $500 million in assets under management. Their team of advisors have a combined experience of 50 years in the financial industry, providing them with a wealth of knowledge and expertise to assist clients.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered
SKIVER INVESTMENT SERVICES offers a range of financial services to cater to the diverse needs of their clients. These services include:
- Investment Planning
- Retirement Planning
- Estate Planning
- Tax Management
- Education Planning
- Insurance Solutions
Client Types
SKIVER INVESTMENT SERVICES serves a wide range of clients, including individuals, families, and businesses. Their goal is to provide quality and personalized financial advice to help clients achieve financial success.
Fees & Compensation
SKIVER INVESTMENT SERVICES operates on a fee-based compensation structure. This means that their advisors are compensated for their services based on a percentage of the assets they manage for their clients. This aligns the advisor’s interests with the client’s, as the advisor’s compensation is directly tied to the performance of the client’s investments.
Background
SKIVER INVESTMENT SERVICES was founded by John Skiver, a seasoned financial advisor with over 20 years of experience in the industry. He saw a need for a more personalized and client-focused approach to financial planning, and thus, SKIVER INVESTMENT SERVICES was born.
Financial Advisor Disclosures to Know
As with any financial advisor, it’s essential to understand any disclosures when working with SKIVER INVESTMENT SERVICES. These may include potential conflicts of interest, fees and compensation, or any legal or disciplinary actions taken against the advisor or firm. Clients can rest assured that SKIVER INVESTMENT SERVICES operates with transparency and honesty, always putting their clients’ best interests first.