Blue Sky Financial refers individuals to third-party investment advisory firms for asset management, financial planning, and consulting. Blue Sky receives a portion of the fees charged by these firms as a referral fee. Blue Sky also offers one-time investment consulting services, such as reviewing investment accounts or helping determine specific holdings. Blue Sky does not manage client assets or implement transactions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Investment consulting services - Blue Sky charges $150 per hour.
- Fixed fee consulting services - Depending on the scope of the project, Blue Sky can provide consulting services under a fixed fee arrangement. The minimum fixed fee is $1,000, and the maximum fixed fee is generally no more than $3,000.
One-Time Plan:$1,000 - $3,000
Hourly Rate:$150/hr
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