Jared Soper is a registered investment advisor at Sky Investment Group LLC, based in Hartford, CT, with 27 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 380 clients with $850M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable at the discretion of the President or Chief Compliance Officer. Strategic Liquidity mandates have a different fee schedule: 0.25% annually on assets greater than $1,000,000 and less than $20,000,000; 0.20% annually on assets greater than $20,000,000.
Fee Estimator
Location
One Financial Plaza, Suite 1210, Hartford, CT, 06103
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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.
Learn about disclosures →Employment History
Current Registrations
Sky Investment Group LLC
Previous Registrations
Yhb Investment Advisors INC
State Registrations2 states
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