Clear Sky Financial offers investment management where they buy and sell securities for you based on your goals. They also provide financial planning, including help with retirement, taxes, education, and estate planning. Consulting services are available on an hourly basis. They tailor their advice to your financial situation and goals, and you can place reasonable restrictions on how they manage your account.
Assets Under Management$120M
Clients125
Advisors3
Avg. per Client$990K
Avg. per Advisor$41M
Fee Structure
Investment management only (planning not offered)
Clear Sky Financial's investment management fee is a percentage of your portfolio's value, determined by Clear Sky Financial and agreed upon by you. This fee will not exceed 2% annually. The fee is charged quarterly in advance. Fees are negotiable.
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