Skyline Advisors, Inc.

Skyline Advisors, Inc., located in Bellingham, WA, offers Wealth Management Services, including financial planning and investment management, operating under a Fiduciary Duty to act in clients' best interests. The firm was established by William Unrein, Mark Logan, Mark Wallace, and Deka Wiebusch. They require a minimum initial investment of $500,000 for their Wrap Wealth Management Service. Skyline Advisors manages $233,939,624 on a discretionary basis and $851,986 on a non-discretionary basis. Fees for Wealth Advisory Services are detailed in their Wrap Fee Program Brochure, with Retirement Plan Services billed on an asset-based fee not exceeding 1.00% of managed Plan assets. The firm may refer clients to third-party money managers, with total annual advisory fees not exceeding 1.70%. Skyline Advisors believes in a long-term investment perspective, emphasizing minimizing expenses, compounding interest, and common-sense decisions. They prefer investing in mutual funds, ETFs, closed-end funds, individual stocks, and bonds. The firm provides ongoing account reviews, with clients receiving quarterly performance reports. Skyline Advisors does not accept proxy authority to vote client securities and generally does not accept soft dollars beyond what is allowed by law. Clients are encouraged to contact the firm for any questions or concerns regarding their investments. For more information, visit www.myskylineadvisor.com.