Frequently Asked Questions


  • Q:   What is the difference between a registered investment advisor like Blue Sky Investment Partners and an investment representative at a bank or brokerage firm?

  • Q:   Does Blue Sky Investment Partners or its officers/employees receive commissions or any other fees from custodians, insurance companies or mutual fund companies for the investments recommended?

  • Q:   Do you invest your personal portfolio in the securities you recommend?

  • Q:   How can Blue Sky Investment Partners save me money?

  • Q:   Who are your typical clients?

  • Q:   What is the minimum size portfolio I need to get started?

  • Q:   How do I get started?

  • Q:   Are your fees tax deductible?

  • Q:   How often do you meet with clients?

  • Q:   Why is a 100% fee-based relationship with an advisor the best option for me?

  • Q:   Where will my assets be held?

  • Q:   Who will have access to my money?

  • Q:   How are Blue Sky’s fees calculated and how and when do I pay your fees?