BlueSky Wealth Advisors offers broad-based advisory services that integrate your overall investment, tax, estate, insurance, and other financial planning needs. The firm primarily provides continuous financial planning and discretionary investment management, tailoring its advice to your individual goals, risk tolerance, and time horizon. BlueSky Wealth Advisors builds diversified portfolios utilizing a mix of asset classes and low-cost investment products, and also advises on real estate holdings. While the firm does not have a strict account minimum, its services are typically best suited for clients with at least $1,000,000 in investable assets. BlueSky Wealth Advisors is a wholly-owned subsidiary of Aspen Standard Group, LLC.
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.
