Jake Skelhorn
No reviews yet · Serves Nationwide · Specializes in HENRYs (High Earners, Not Rich Yet), High Net Worth Individuals, Pre-Retirees (5-10 years out)
Tax-smart financial advice for high-earners and pre-retirees
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Management
- Charitable Giving
- Estate Planning
- Executive Compensation
- Financial Advice & Coaching
- Financial Planning
- Investment Management
- Life Transition Planning
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Tax Planning & Strategy
- Wealth Management
Pricing
- Flat Fee/Retainer — $5,000 one-time
- Percentage of Assets (AUM) — 0.8%–1% of AUM