Clear Sky Financial, LP

Fee-Only (% of Portfolio)Fixed/Hourly

Clear Sky Financial manages investment portfolios and provides personalized financial planning and consulting for individuals, families, and business owners. Clear Sky Financial builds customized asset allocation models using modern portfolio theory, fundamental analysis, and technical analysis, investing in a wide range of securities including mutual funds, exchange-traded funds, stocks, bonds, and alternative assets. In addition to investment management, Clear Sky Financial offers comprehensive financial planning covering retirement, taxes, estate planning, cash flow, and risk management, as well as hourly consulting.

Assets Under Management$140M
Clients126
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$47M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees will not exceed 2% per annum and are negotiable based on assets under management, time, and complexity.

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

3 Advisors at this firm

Clear Sky Financial, LP - Fees, AUM & Advisors | TrueAdvisor