Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BlueSky Wealth Advisors charges a quarterly price for ongoing financial planning and discretionary investment management services, generally ranging between $2,500 and $25,000, paid in advance. The price is determined by the complexity of the client's situation, based on age, employment status, family size, income, and net worth. Tax preparation services range from $300 to $20,000. Financial planning defined service relationships range from $2,000 to $20,000. Advisory services outside the scope of financial planning, tax, or investment management are charged at $500 per hour.
Areas of Practice
Advisor Information
Office location
2131 S. Glenburnie Road, Suite 8, New Bern, NC, 28562
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David Laurence BlainRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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David owns Swift Creek Plantation LLC, a real estate holding and development company. He dedicates minimal time to this activity and does not solicit investment advisory clients to invest in the company.
Employment History
Current Registrations
Bluesky Wealth Advisors, LLC
State Registrations2 states
Exams
Additional Information
BlueSky exists to help people reach their goals and navigate the vagaries of living in a complicated financial world. There is no greater professional satisfaction for me than being an integral part of that process. And as an added bonus, every day I get to work with dynamic, dedicated and very talented colleagues.