Advisor at Skiver Investment Services
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Firm
Skiver Investment Services
Location
Allen Park, MI 48101
Credentials
Series 63, Series 66
Industry experience
29 years
Renee Skiver is the principal advisor at Skiver Investment Services with 29 years of industry experience. She previously worked at Next Financial Group Inc before founding her independent firm in 2018. In addition to her advisory role, she is an independent insurance agent offering life insurance, fixed annuities, long-term care, and property and casualty coverage. Skiver Investment Services is a state-registered independent firm providing discretionary portfolio management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm employs a customized, predominantly long-term investment approach using fundamental, cyclical, and charting analysis to manage portfolios consisting of individual stocks, mutual funds, ETFs, and bonds.
0.5% to 2.5% annually, negotiable based on factors including asset level and complexity
Up to $200 per hour for financial planning services, negotiable.
Fee-only: Investment management fees of 0.5% to 2.5% annually, paid monthly in advance; financial planning fees up to $200/hour; consulting fees up to $500 per quarter, all negotiable.
6715 Park Avenue
Allen Park, MI 48101
Michigan · Texas
Skiver Investment Services, Inc.
2018 - Present (8 years)
Next Financial Group Inc
2011 - 2018 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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