How does the advisor help clients – Key Takeaways:
RED SKY CAPITAL MANAGEMENT is a financial firm that provides expert services to clients without explicitly stating their financial expertise. The company is dedicated to helping clients achieve their financial goals by offering personalized and comprehensive financial management services. RED SKY CAPITAL MANAGEMENT adheres to a strict code of ethics and puts the clients’ interests first.
Facts and Insights
As of 2020, RED SKY CAPITAL MANAGEMENT manages assets worth over $1 billion and has been in business for over 15 years. They have a team of experienced financial advisors who have a thorough understanding of market trends and can provide insightful guidance to clients.
| Year | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2020 | $1 | 50 |
| 2019 | $900 million | 45 |
| 2018 | $850 million | 40 |
Financial Services Offered
RED SKY CAPITAL MANAGEMENT offers a wide range of financial services to cater to the diverse needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, and risk management. They work closely with their clients to understand their financial goals and develop a customized plan to help them achieve those goals.
Client Types
The firm serves a variety of clients, including high net worth individuals, families, small businesses, and institutional investors. RED SKY CAPITAL MANAGEMENT believes that every client is unique and deserves a personalized approach to their financial management.
Fees & Compensation
RED SKY CAPITAL MANAGEMENT charges a competitive fee based on a percentage of the assets under management. The fee structure is transparent and disclosed to the clients before entering into a contract. The firm believes in a fee-only compensation model, which means they do not earn commissions from products or services recommended to clients.
Background
RED SKY CAPITAL MANAGEMENT was founded by a team of financial experts who have decades of experience in the industry. They are committed to providing top-notch, unbiased financial advice to their clients and helping them achieve their financial goals. The firm has received numerous accolades and recognition from industry publications, cementing their position as a top-notch financial advisor.
Financial Advisor Disclosures to Know
As a registered investment advisor, RED SKY CAPITAL MANAGEMENT is required to disclose any potential conflicts of interest to their clients. They also provide a Form ADV, which outlines their services, fees, and any regulatory actions taken against the firm. Clients can also access this information on the firm’s website or by requesting it from their financial advisor.