Red Sky Capital Management offers investment management services, including actively managing client accounts based on their individual needs and risk tolerance. They also offer sub-advisory services to other investment advisory firms. Additionally, they provide financial planning services, such as retirement planning and cash flow analysis. Red Sky Capital Management may place clients with Assetmark, Inc. for investment services.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
The fee shall be based upon a flat percentage of assets under management up to a maximum of (1.95%) percent annually. In certain cases and under certain circumstances, Management Fees may be reduced and/or tiered by the Advisor.