Sky Alpha Asset Advisors offers investment advice tailored to individual client needs. Services include portfolio management, financial planning, and pension consulting. The firm develops strategies based on client financial information and objectives, monitors portfolio performance, and rebalances as needed. Clients are required to notify Sky Alpha of any changes to their financial circumstances or investment objectives.
Fee Structure
Sky Alpha Asset Advisors manages investment portfolios for a fee based on a percentage of the assets in your account, up to 2%. The annual fee is billed quarterly in advance. The fee is negotiable depending on your individual circumstances. Sky Alpha will deduct the fee directly from your account with written authorization.