Skiver Investment Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Skiver Investment Services is a state-registered independent investment adviser that provides discretionary portfolio management, financial planning and consulting to individual and high‑net‑worth clients. The firm reports managing approximately $27 million on a discretionary basis across about 239 client accounts and typically charges percentage-of-AUM fees while also offering hourly planning and quarterly consulting engagements.
The adviser describes a customized, predominantly long‑term investment approach that combines fundamental, cyclical and charting analysis to construct portfolios of individual stocks, low‑cost mutual funds, ETFs and bonds. Portfolios are actively monitored with formal reviews at least annually (and typically quarterly monitoring), and the firm may rebalance or trade positions held less than a year to meet client objectives or market conditions.
Notable differences from many peers include the relatively large client load for a solo practitioner—roughly 239 clients for one registered advisor—which is uncommon among independent firms, and the firm’s use of short‑term margin borrowings in client accounts, a practice the brochure highlights as an additional risk. The firm also discloses ancillary activity as a licensed insurance professional and maintains written policies (Code of Ethics, trade reporting, custody safeguards) to address conflicts and personal trading.
Client services
Expertise
Fee options
0.5% to 2.5% annually, negotiable based on factors including asset level and complexity
Up to $200 per hour for financial planning services, negotiable.
Fee-only: Investment management fees of 0.5% to 2.5% annually, paid monthly in advance; financial planning fees up to $200/hour; consulting fees up to $500 per quarter, all negotiable.
Main office
6715 Park Avenue
Allen Park MI 48101
Advisors at this office
1
Most active in
Michigan · Texas
Also doing business as
Skiver Investment Services · Skiver Investment Services, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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