SKYLINE Clients
Our clients include retirees, professionals, business owners, executives and concerned investors like you.
References gladly available upon request.
Hypothetical Case Studies
A family wishes to plan for future generations.
A company founder sells her business and wants to invest the windfall in a portfolio.
A couple retires and desires laddered bonds for part of retirement income strategy.
A mid-career employee changes jobs and wants to roll his retirement savings.
A non-profit organization wants a socially responsible investment portfolio.
Siblings inherit a family investment legacy portfolio.
A single or widowed retiree needs to decide on the beneficiaries of her assets.
A professional wants to continue to build his stock portfolio in various industry sectors.
An executive mitigates risk in concentrated stock positions in various types of stock awards.
The fees for advisory programs are asset-based and assessed quarterly in advance. There may be a minimum fee to maintain this type of account. Fees include advisory services, performance measurement, transaction costs, custody services, and trading. These fees do not cover the fees and expenses of any underlying exchange traded fund (ETF), closed-end funds, or mutual funds in the portfolio. Advisory accounts are not designed for excessively traded or inactive accounts and are not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for these programs is between $10,000 and $2,000,000.
