Christie Bonacci is a PFS-designated registered investment advisor at Bluesky Wealth Advisors, LLC, based in New Bern, NC, with 7 years of industry experience. Christie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 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.
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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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
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
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