A complete list of active advisors currently associated with Skorheim Wealth Management, LLC
Warmer can help you find a great advisor at Skorheim Wealth Management, LLC or one who fits your needs even better.
Skorheim Wealth Management, LLC provides portfolio management and financial planning to individuals, high-net-worth individuals, and charitable organizations. The firm delivers ongoing advisory services with written Investment Policy Statements and offers financial plans that are typically provided upon completion with the option for follow-up work for a fee. The firm’s investment approach combines fundamental analysis and modern portfolio theory and uses both long-term and short-term trading across mutual funds, equities, fixed income, ETFs (including precious-metal ETFs), TIPS and non-U.S. securities. Accounts are custodied at Schwab Institutional, reviewed at least quarterly, and may be managed on a discretionary basis with documented risk tolerances. Skorheim has an affiliated accounting practice (Skorheim & Associates, AAC) and may, from time to time, provide clients with accounting services, a relationship the firm discloses as a potential conflict of interest; one principal is a licensed California attorney who does not practice and will not provide legal services. The firm also discloses prior involvement with another advisory firm that has since ended, and operates as a compact two-advisor team serving a small client roster with roughly $70.9 million in discretionary AUM—an organizational profile and cross-professional affiliation that are uncommon among peers.
To learn more about the advisors currently working at Skorheim Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Laguna Hills, CA
| 11
| |
Laguna Hills, CA
| 11
|
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