Bayly Winder is a registered investment advisor at Polygon Investment Management, based in Wilson, WY, with 23 years of industry experience. Bayly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable above $5,000,000. Firm also offers performance-based fees to qualified clients, consisting of a base fee of 1% of assets managed and a performance fee of up to 15% of net performance.
Fee Estimator
Location
Wilson, WY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bayly is a Senior Advisor at Alright Stonebridge Group, providing strategic advice to clients in the Middle East and North Africa region since 2016. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
Polygon Investment Management
State Registrations1 state
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