Blue Sky Investment Partners (BSIP) offers wealth management and portfolio management services for individuals, couples, and families. BSIP also provides retirement plan advisory services and financial planning on a project basis. BSIP primarily invests in mutual funds and ETFs, and tailors its services to meet individual client needs based on factors like risk tolerance and time horizon.
Assets Under Management$120M
Clients62
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are paid quarterly in advance and may be negotiable for larger accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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