Bay Capital Advisors offers personalized investment advice and financial planning. They manage investment portfolios using exchange-traded funds, mutual funds, and fixed income investments. Bay Capital also provides financial planning services covering retirement, risk management, college savings, and estate planning. They tailor their services to each client's individual needs and goals.
Assets Under Management$230M
Clients195
Advisors6
Avg. per Client$1.2M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based on the client’s amount of assets, financial complexity, and overall services needed.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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