Ethan Freishtat is a CFP-designated registered investment advisor at Bay Colony Advisors, based in Jupiter, FL, with 26 years of industry experience. Ethan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 2,668 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Annual advisory fees range from 0.65% to 1.85% depending on the advisor, client type, portfolio complexity, and total assets. Fees are negotiable and household accounts may be aggregated for discounts.
Fee Estimator
Location
Jupiter, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ethan is a board member of Gateways, a non-profit organization, and owns an investment property. He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Bay Colony Advisors
Previous Registrations
Securities America, INC.Broker
The Patriot Financial Group, LLC
LPL Financial LLCBroker
Valmark Securities, INC.Broker
Fidelity Personal Trust Company, Fsb
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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