Red Sky Capital Management

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$92M
Clients154
Advisors1
Avg. per Client$600K
Avg. per Advisor$92M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

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.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm