Sky Vision Wealth provides investment advice to individuals and other clients. As a fiduciary, Sky Vision Wealth aims to act in the client's best interest by understanding their financial situation, goals, and risk tolerance. Services include comprehensive portfolio management using stocks, bonds, ETFs, and mutual funds, as well as retirement plan consulting for employer plan sponsors.
Assets Under Management$35M
Clients51
Advisors1
Avg. per Client$690K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 0.90% |
| $750K+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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