Blue Sky Investment Partners, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$118,017,737
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
61
57% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
61
Average account size
$1,934,717
About
Blue Sky Investment Partners, Inc. is a small independent registered investment adviser that serves individuals, families and retirement plan sponsors, managing roughly $118 million across about 61 client relationships. The firm provides wealth management, discretionary portfolio management, retirement plan advisory and project-based financial planning, typically working with households that meet its $500,000–$750,000 liquid-asset thresholds for advisory programs.
The firm constructs portfolios mainly from mutual funds and exchange-traded funds, using global asset-class target allocations, periodic rebalancing and discretionary trading to implement those targets. Investment decisions are informed by third‑party research (including Schwab and Morningstar), a preference for no-transaction-fee mutual funds when available, and scheduled account reviews at least quarterly with financial plans revisited annually.
Notably for a firm of its size and structure, Blue Sky provides retirement-plan advisory services to plan sponsors, including pooled-vehicle management and employee education seminars, which the brochure identifies as a distinct client focus relative to peers. The firm also discloses operational arrangements such as shared office space with a separate CPA practice and use of Schwab institutional services and benefits, which it treats as potential conflicts and describes in its disclosures.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Retirement income strategy
Equity compensation tax strategy
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Retired
Demographic focus
Mid-Career Professionals
Fee options
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
Main office location
Blue Sky Investment Partners, Inc.
1609 Sherman Ave., #204
Evanston IL 60201, United States
Number of offices
1
Most active in
Blue Sky Investment Partners, Inc. has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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