Mountain Sky Investment Advisors offers personalized investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and businesses. Mountain Sky Investment Advisors builds custom portfolios primarily using low-cost mutual funds, exchange-traded funds, individual stocks, bonds, and options, tailored to each client's specific goals, time horizon, and risk tolerance. In addition to managing investments, Mountain Sky Investment Advisors provides financial planning and consulting covering retirement planning, personal savings, education funding, and insurance needs. Mountain Sky Investment Advisors operates as a registered investment advisor legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable at the sole discretion of Mountain Sky Investment Advisors.