Blue Sky Asset Management is a registered investment advisor based in Englewood, Colorado. The firm manages three model portfolios known as GenFolio, which are available exclusively through a third-party platform called SMArtX. Blue Sky Asset Management provides trading instructions to SMArtX to adjust the model portfolios as needed, but does not directly manage individual client accounts or provide personal financial planning services.
Assets Under Management$99M
Clients1
Advisors1
Avg. per Client$99M
Avg. per Advisor$99M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Fees range from 0.10% to 0.70% depending on the model chosen.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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