Christie Bonacci is a PFS-designated registered investment advisor at Bluesky Wealth Advisors, LLC, based in New Bern, NC, with 6 years of industry experience. Christie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 351 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
BlueSky Wealth Advisors offers discretionary investment management. The firm charges a quarterly price, generally ranging between $2,500 and $25,000, paid in advance. The price is determined by the complexity of your situation, considering factors like age, employment status, family size, income, and net worth. Some legacy clients may pay a different price based on their original agreement.
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.
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Christie is an adjunct professor at UNC Kenan Flagler Business School, teaching audit and assurance. This takes about 10-20% of her time.
Employment History
Current Registrations
Bluesky Wealth Advisors, LLC
Previous Registrations
Altrius Capital Management, INC.
State Registrations2 states
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