BlueSkye Investment Advisers aims to grow client wealth through various market conditions. The firm offers tactical and strategic portfolio management, institutional account services, family office management, issuer advisory services, and separately managed accounts. BlueSkye's investment philosophy is based on the belief that markets are efficient over the long term but can be inefficient in the short term. They employ both fundamental and technical analysis.
Fee Structure
BlueSkye Investment Advisers charges investment advisory fees that range from negotiable to 2.50% per year, depending on the size and complexity of the client relationship. Fees are based on the market value of the assets managed.
For separately managed accounts, the maximum annual fees are:
- Under $5,000,000: 2.50%
- $5,000,001 - $10,000,000: 2.00%
- $10,000,001 - $20,000,000: 1.00%
- Over $20,000,000: Negotiable
For institutional accounts, the maximum annual fees are:
- Under $5,000,000: 1.00%
- $5,000,001 - $10,000,000: 0.75%
- $10,000,001 - $20,000,000: 0.40%
- Over $20,000,000: 0.25%
BlueSkye also offers third-party asset management services, adding a 0.25% annual fee on top of the third-party manager's fees.