Blueskye Investment Advisers, LLC
Assets Under Management
$43.4M
Number of Clients
62
Number of Advisors
4
Average Client AUM
$700K
AUM per Advisor
$10.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BlueSkye Investment Advisers aims to identify skilled investment managers. They offer equity and fixed income products for long-term goals, applying Post-Modern Portfolio Theory and tactical/strategic trading. Services include portfolio management, institutional accounts, family office management, issuer advisory, SMAs, third-party manager selection, and held-away account management. They emphasize transparency, experience, and flexibility.
Fee Structure
Investment advisory fees are negotiable, up to 2.50% annually, depending on the client relationship's size and complexity. Institutional and separately managed accounts have maximum fees based on AUM, which are also negotiable. Family office management has fixed annual or hourly fees, ranging from $25,000 to $750,000 annually or up to $1,250 hourly. Issuer advisory service fees can be as high as $1,000,000 per exempt issue. Third-party manager fees include BlueSkye's fee of 0.25% per year on top of the manager's fee. A minimum account fee of $300 per year, paid quarterly, is charged if the account falls below $15,000.
Areas of Practice
Location
618 E. South St, Suite 500, Orlando, FL, 32801