Azure Sky Financial Life Planning (ASFLP) offers financial life planning services tailored to individuals, couples, families, and charitable organizations. These services include life planning, financial planning, investment planning, tax planning, and investment management. ASFLP combines life planning with financial planning best practices to help clients achieve their personal and financial goals. Investment management is a component of the overall financial life planning service.
Fee Structure
Investment management is included as part of Azure Sky Financial Life Planning's overall financial life planning service. It is not offered as a standalone service. The portion of your annual fee allocated to investment management is typically between 20% and 50% and will never exceed 2% of the assets managed. Fees are negotiable and are billed semi-annually, quarterly, or monthly in advance.