Sky Alpha Asset Advisors LLC
Assets Under Management
$208.0M
Number of Clients
300
Number of Advisors
2
Average Client AUM
$693K
AUM per Advisor
$104.0M
Compensation
Fee-Only (AUM)
About This Firm
Sky Alpha Asset Advisors LLC offers discretionary portfolio management tailored to individual needs, including initial consultations and ongoing reviews. They also provide standalone financial planning services. Pension consulting services are offered to employee benefit plans. The firm manages client assets on a discretionary basis.
Fee Structure
Portfolio management fees are based on a percentage of assets under management, ranging up to 2% annually, billed quarterly in advance. Fees are negotiable. Financial planning and consulting services are offered at an hourly rate of $250. Pension consulting fees may range up to 1.00% of plan assets.
Areas of Practice
Location
7284 W Palmetto Pk Rd, Suite 108, Boca Raton, FL, 33433