Clear Sky Financial, Lp

Clear Sky Financial, LP is a financial advisory firm founded in 2018 and based in Prosper, Texas. The firm specializes in offering investment management services where clients authorize the firm to buy and sell securities on a discretionary basis. They also provide financial planning and consulting services tailored to individual client needs. The firm's investment strategies include diversified and alternative strategies, aiming to promote capital appreciation while managing risk. The firm's fee structure includes quarterly fees for investment management based on a percentage of assets under management, not exceeding 2% per annum. Financial planning fees are charged on an hourly or flat fee basis, with hourly rates not exceeding $500. Clients may impose reasonable restrictions on account management, which must be provided in writing. Clear Sky Financial, LP has assets under management totaling $123,983,496 as of December 31, 2024. The firm operates as a fiduciary, acting in the best interests of its clients. The firm's investment advisors are Andrew L. Hickey, John W. Paulson, and Randy L. Smith, who hold various financial certifications and have extensive experience in the financial industry. Clients receive regular account reviews, periodic reports, and have the option to direct brokerage. The firm recommends clients maintain accounts at Charles Schwab & Co., Inc., and may use other broker-dealers for trade execution. The firm does not have custody of client assets, and clients receive statements directly from custodians. Overall, Clear Sky Financial, LP offers personalized financial services, transparent fee structures, and a client-focused approach to investment management and financial planning.