Blue Sky Wealth Partners offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in selecting a suitable portfolio. Blue Sky Wealth generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$5.9M
Clients17
AdvisorsN/A
Avg. per Client$350K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | 2.00% |
| $10K - $50K | 1.50% |
| $50K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees are generally negotiable. Qualified clients will pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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