Advisor at SKG Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
SKG Capital Advisors, LLC
Location
Albuquerque, NM 87109
Credentials
Series 63, Series 65
Industry experience
39 years
Ronald Sklar is a financial advisor with SKG Capital Advisors, LLC in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at SSN Advisory Inc and Securities Service Network from 2009 to 2017. Outside of advisory services, he operates an insurance agency offering long-term care insurance, life insurance, and fixed annuities. SKG Capital Advisors serves individuals, including high-net-worth clients, corporations, small businesses, and retirement plans by providing discretionary portfolio management, financial planning, and pension consulting. The firm emphasizes a wrap-fee program delivery with an automated ETF-based investment platform and also offers pension-plan services and insurance solutions through licensed personnel.
Based on SKG Capital Advisors, LLC
Based on SKG Capital Advisors, LLC
$50,000 - $1,499,999: 1.35% annually $1,500,000 - $2,999,999: 1.25% annually $3,000,000 - $4,999,999: 1.15% annually $5,000,000 - $9,999,999: 0.95% annually $10,000,000+: 0.50% annually
Account minimum: $50,000 Minimum fee: Minimum annualized fee of $675 for Wrap Fee Program Fee-only: Wrap Fee Program fees as tiered above, Institutional Intelligent Portfolios at 0.95% annually, Pension Consulting at 0.5% annually, American Funds Class F-2 shares at 0.50% annually
6757 Academy Road, Ne, Suite A
Albuquerque, NM 87109
New Mexico · Texas
Sklar Capital Advisors
2017 - Present (9 years)
SSN Advisory Inc
2009 - 2017 (8 years)
Securities Service network
2009 - 2017 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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