Client fees are not tied to assets under management. In other words, whether you have $50,000; $500,000; or $5,000,000 you pay the same flat annual fee.
Focusing on low-cost, tax-efficient, globally diversified index funds, Skyview Financial Planning, LLC assists investors in obtaining their share of market returns. Clients also benefit from professional investment management in order to
determine an appropriate asset allocation based on risk tolerance;
diversify investments over multiple asset classes;
execute an efficient asset location strategy to minimize taxes;
incorporate a disciplined rebalancing approach; and
keep costs low through the minimization of fund expenses, trading and transaction fees, and taxes.