Skinner, Copper & Ehmen Wealth Management, LLC

Skinner, Copper & Ehmen Wealth Management, LLC is a registered investment adviser specializing in providing a range of investment advisory services to Individuals, High Net Worth Individuals, Pension and Profit Sharing Plans, and Charitable Organizations. Established in 2012, the firm offers services such as Wrap Comprehensive Portfolio Management, Wrap Asset Management, Financial Planning & Consulting, Pension Consulting, and Referrals to Third Party Money Managers. They operate as a fiduciary for client accounts governed by ERISA, ensuring services are in the best interest of clients. The firm charges fees based on a percentage of assets under management, with flat fees for pension consulting and hourly or flat fees for financial planning services. Investment strategies focus on constructing globally diversified portfolios primarily consisting of Mutual Funds, ETFs, Separately Managed Accounts, and Alternative Investments. Clients have the option to grant investment discretion to the firm, allowing them to execute transactions on their behalf. The firm does not charge performance fees, accepts a minimum fee of $1,500 for financial plans, and provides clients with quarterly account reviews. Clients receive independent account statements from custodians, and the firm does not accept proxy authority to vote client securities. Skinner, Copper & Ehmen Wealth Management, LLC does not have any material changes to report since their last annual update in February 2024. For more information, visit www.scewealth.com.