Bluesky Wealth Advisors, LLC

BlueSky Wealth Advisors, LLC is a registered investment adviser based in New Bern, North Carolina, established in 1999. The firm offers financial planning and discretionary investment management services. Financial planning services cover various areas such as cash flow, asset allocation, retirement planning, and estate planning. Investment management involves tailored advice based on risk tolerance and investment objectives, with the option to use model portfolios. The firm may use sub-advisers for discretionary management, with the authority to hire and fire them without client approval. Fees for services range from $2,500 to $25,000 quarterly, based on complexity. The firm does not charge performance-based fees or participate in side-by-side management. BlueSky Wealth Advisors serves individuals, endowments, and other entities, with no minimum account size specified but recommended for those with at least $1,000,000 in investable assets. The firm's investment strategies focus on asset allocation across various classes and emphasize diversification for optimal risk-adjusted returns. BlueSky Wealth Advisors does not vote on client securities or participate in class action lawsuits on behalf of clients. Clients are responsible for voting proxies and participating in litigation.