Bluesky Wealth Advisors, LLC

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

About This Firm

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.

Fee Structure

Financial Plan Fee:$2,000 - $20,000
Hourly Rate:$500/hr

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
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingBusiness OwnersHigh Net Worth
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Location

2131 S Glenburnie Road, Suite 8, New Bern, NC, 28562

9 Advisors at this firm

Bluesky Wealth Advisors, Llc | AdvisorDiscover