Advisor at Blue Sky Investment Partners, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Blue Sky Investment Partners, Inc.
Location
Evanston, IL 60201
Credentials
Series 65
Industry experience
18 years
Michael Willman is a financial advisor at Blue Sky Investment Partners, Inc. based in Evanston, IL. He holds a Series 65 designation and has 18 years of industry experience. Blue Sky Investment Partners serves individuals, couples, families, and business and institutional clients, including retirement plan sponsors and charitable entities. The firm offers wealth management, portfolio management, retirement plan advisory, and project-based financial planning, operating as a fiduciary with a focus on diversified portfolios primarily using mutual funds and ETFs.
Based on Blue Sky Investment Partners, Inc.
One-time financial planning fee between $1,500 and $2,500 for Blue Sky Portfolio Management Plus Service; Financial Planning Services minimum fee $5,000, quoted on a project basis
$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+: 0.70%
Account minimum: $500,000 Minimum fee: $7,500 per year minimum annual fee for Blue Sky Wealth Management Service; $5,000 per year minimum annual fee for Blue Sky Portfolio Management Plus Service, both may be waived at discretion of BSIP
1609 Sherman Ave., #204
Evanston, IL 60201
Illinois
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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