Sky Alpha Asset Advisors

Commission-BasedFee-Only (% of Portfolio)

Sky Alpha Asset Advisors is a registered investment advisor based in Boca Raton, Florida, providing personalized portfolio management and financial planning services to individuals, high-net-worth clients, and businesses. Sky Alpha Asset Advisors creates custom portfolios or utilizes model portfolios tailored to each client's individual needs, risk tolerance, and investment objectives, while providing continuous monitoring and rebalancing. In addition to managing investments, Sky Alpha Asset Advisors offers standalone financial planning services on an hourly basis. The firm also provides pension consulting services to employee benefit plans and advice on alternative and private equity investments. Sky Alpha Asset Advisors operates on a fee basis, charging a percentage of assets under management for portfolio management and hourly rates for financial planning, and may also earn commissions from insurance products through affiliated licensed insurance agents.

Assets Under Management$220M
Clients318
Advisors2
Avg. per Client$680K
Avg. per Advisor$110M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual portfolio management fee ranges up to 2.0% depending on individual circumstances and is negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

2 Advisors at this firm

Sky Alpha Asset Advisors - Fees, AUM & Advisors | TrueAdvisor