Top financial advisors in New Bern, NC
We’ve curated a list of the best financial advisors in New Bern, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$612,430,755
Number of advisors
18 advisors
| $612,430,755 | 18 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in New Bern, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case New Bern. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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.
$612,430,755 under management
18 advisors
Fee structure
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesConsulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in New Bern, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case New Bern. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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