Blue Sky Asset Management (BSAM) manages three model portfolios, called GenFolio, which are available exclusively on the SMArtX platform. BSAM is a sponsor on the SMArtX platform and does not have direct advisory clients. BSAM sends trading instructions to SMArtX to adjust the GenFolio models, and SMArtX initiates the trades.
Assets Under Management$100M
Clients1
Advisors1
Avg. per Client$100M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Blue Sky Asset Management manages model portfolios for a fee based on the value of the assets managed. The fees range from 0.10% to 0.70% depending on the model chosen. These fees do not include brokerage commissions or other fees charged by the financial institutions on the SMArtX platform.
Loading...