Advisor at Blue Sky Capital Consultants Group, Inc.
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Firm
Blue Sky Capital Consultants Group, Inc.
Location
Poway, CA 92064
Credentials
CFP®, Series 66
Industry experience
16 years
Michelle Lin is a CFP® professional with 16 years of industry experience. She is currently with Blue Sky Capital Consultants Group, Inc., where she serves as a client service manager. Her prior experience includes roles at Capital Financial Consultants Group, Inc. and Independent Financial Group. Blue Sky Capital Consultants Group, Inc. advises individuals, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $248 million across several hundred accounts. The firm offers discretionary portfolio management and financial planning, using a variety of investment methods and strategies, including option writing and margin borrowing, to tailor portfolios to client needs.
Based on Blue Sky Capital Consultants Group, Inc.
Based on Blue Sky Capital Consultants Group, Inc.
Fixed fee of $3,600 for financial planning services, negotiable based on complexity and scope
$0 - $999,999.99: 1.00% annually $1,000,000 - $1,999,999.99: 0.89% annually $2,000,000 - $4,999,999.99: 0.77% annually $5,000,000+: 0.64% annually
Insurance commissions and brokerage commissions earned by affiliated registered representatives are separate and in addition to advisory fees.
$100 to $300 per hour for advisory consulting services
14259 Danielson St.
Poway, CA 92064
California
Blue Sky Capital Consultants Group, Inc.
2024 - Present (2 years)
Capital Financial Consultants Group, Inc
2023 - 2024 (1 year)
Blue Sky Capital Consultants Group, Inc.
2022 - Present (4 years)
Independent Financial Group
2019 - 2023 (4 years)
Independent Financial Group
2011 - Present (15 years)
Capital Financial Consultants Group, Inc
2008 - 2024 (16 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
Series 65
Poway, CA
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CSJ Wealth Management, LLC
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Engineering Financial Independence, Inc.
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