Ayasha Jones is a registered investment advisor at Bluesky Wealth Advisors, LLC, based in New Bern, NC, with 7 years of industry experience. Ayasha 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
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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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Current Registrations
Bluesky Wealth Advisors, LLC
State Registrations1 state
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