Red Sky Financial Planning provides financial planning and investment management services to individuals and families. They offer ongoing financial planning, financial planning with portfolio management, and hourly financial planning projects. Their clients are generally professionals, business owners, corporate executives, or retirees.
Assets Under Management$37M
Clients59
Advisors1
Avg. per Client$620K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | Included |
| $750K - $1.5M | 0.60% |
| $1.5M - $3.0M | 0.45% |
| $3M+ | 0.30% |
Clients with less than $750,000 in assets under management are assessed a fixed fee based on complexity ($6,000 to $12,000). Fees may be negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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