Overview
- Headquarters
- Evanston, IL
- Total Firm Assets
- $118 million
- Average High-Net-Worth Client Portfolio Size
- $3.0 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: BLUE SKY INVESTMENT PARTNERS, INC. (2026-04-06)
· View brochure text
Latest filing: BLUE SKY INVESTMENT PARTNERS, INC. (2026-08-13)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.90% |
| $3,000,001 | $5,000,000 | 0.80% |
| $5,000,001 | and above | 0.70% |
Stated Minimum Annual Fee: $7,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $44,000 | 0.88% |
| $10 million | $79,000 | 0.79% |
| $50 million | $359,000 | 0.72% |
| $100 million | $709,000 | 0.71% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 88.79%
- Number of High-Net-Worth Clients
- 35
- Total Client Accounts
- 62
- Discretionary Accounts
- 62
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 145318
- BLUE SKY INVESTMENT PARTNERS, INC. (2026-08-13) · View brochure text
- BLUE SKY INVESTMENT PARTNERS, INC. (2026-04-06) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗