Bluesky Wealth Advisors, LLC
Assets Under Management
$849.8M
Number of Clients
351
Number of Advisors
9
Average Client AUM
$2.4M
AUM per Advisor
$94.4M
Compensation
Fixed/Hourly
About This Firm
BlueSky Wealth Advisors provides financial planning and discretionary investment management services. Financial planning covers investments, tax, estate, insurance, and other planning needs. Investment management is tailored to client needs and objectives, potentially using model portfolios. They may use sub-advisers to manage a portion of client accounts.
Fee Structure
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingBusiness OwnersHigh Net Worth
Loading...
Location
2131 S Glenburnie Road, Suite 8, New Bern, NC, 28562
