Blue Sky Capital Consultants Group offers investment advice tailored to clients' needs, including discretionary portfolio management and financial planning. They may invest client assets in model portfolios with varying risk tolerances. Financial planning services cover a range of topics, from broad-based planning to single-subject consultations. Blue Sky also offers advisory consulting and pension consulting services.
Assets Under Management$310M
Clients506
Advisors7
Avg. per Client$610K
Avg. per Advisor$44M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.89% |
| $2.0M - $5.0M | 0.77% |
| $5M+ | 0.64% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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