Big Sky Wealth Advisors offers investment management, financial planning, and retirement plan services. Investment management is offered on a discretionary basis, investing primarily in stocks, bonds, and ETFs. Financial planning services are offered in tiers based on client net worth. The firm also provides retirement plan services to plan sponsors. Big Sky is affiliated with Business Valuation & Consulting Services, Inc.
Assets Under Management$130M
Clients207
Advisors2
Avg. per Client$650K
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Fees listed are for individuals and high-net-worth individuals. Fees for charitable organizations, non-profit organizations, and foundations are: $0 - $5,000,000: 0.50%, $5,000,001 and above: 0.25%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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