Assets Under Management
$849.8M
Number of Clients
351
Number of Advisors
9
Average Client AUM
$2.4M
AUM per Advisor
$94.4M
Compensation
Fixed/Hourly
BlueSky Wealth Advisors provides financial planning and discretionary investment management services. They integrate investment, tax, estate, and insurance planning. Services are tailored to individual needs and objectives, with investment policy statements and portfolio monitoring.
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.
2131 S Glenburnie Road, Suite 8, New Bern, NC, 28562