David Blain is a CFA-designated registered investment advisor at Bluesky Wealth Advisors, LLC, based in New Bern, NC, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 351 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BlueSky Wealth Advisors charges an ongoing fee for combined financial planning and investment management services, billed quarterly in advance. Prices generally range between $2,500 and $25,000 per year, depending on the complexity of your situation. The pricing formula starts with a base price determined by your age, employment status, and family size, then adds complexity factors based on your level of income and net worth.
Contact
David Blain
Location
2131 S. Glenburnie Road, Suite 8, New Bern, NC, 28562
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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David owns Swift Creek Plantation LLC, a real estate holding and development company. He dedicates minimal time to this activity and does not solicit investment advisory clients to invest in the company.
Employment History
Current Registrations
Bluesky Wealth Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
BlueSky exists to help people reach their goals and navigate the vagaries of living in a complicated financial world. There is no greater professional satisfaction for me than being an integral part of that process. And as an added bonus, every day I get to work with dynamic, dedicated and very talented colleagues.
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