Edward Sallee
Edward Sallee is a CFP-designated registered investment advisor at Bay Capital Advisors, LLC, based in Virginia Beach, VA, with 11 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Estate Planning, and 5 more. Their firm serves 195 clients with $230M 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 | 1.00% |
The annual fee is negotiable based on the client’s amount of assets, financial complexity, and overall services needed.
Fee Estimator
Contact
Edward Sallee
Location
582 Lynnhaven Parkway, Suite 302, Virginia Beach, VA, 23452
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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 ActivitiesSells Insurance
Edward is a Captain in the U.S. Navy (full-time) and president of MNJ Business Services, LLC (about 10-20% of his time). He also dedicates minimal time to various roles including President of One Point Consulting LLC, Board Member for Court Appointed Special Advocates, VP of Christopher Farms HOA, 2nd VP of 1st Precinct Community Advisory Committee, and President/Financial Advisor for Patriot Strategic Investments (full-time), which includes insurance.
Employment History
Current Registrations
Bay Capital Advisors, LLC
Previous Registrations
Investment Advisors
Proequities, INC.Broker
State Registrations4 states
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
Additional Information
Joe Sallee is a fee-only financial advisor at Bay Capital Advisors, LLC, located in Virginia Beach, VA. He is a Navy veteran who served throughout the United States and overseas. His assignments were aboard submarines and on staffs that took him around the world where he was exposed to a wide variety of cultures. Before joining Bay Capital, he founded and served as CEO of Patriot Strategic Investments, LLC, where he served military families and government employees with their retirement planning and investment needs.