Sandi Goodman-Brown is a registered investment advisor at Bay Colony Advisors, based in Concord, MA, with 1 years of industry experience. Sandi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,433 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bay Colony Advisors offers investment management services where fees range from 0.65% to 1.85% annually, based on the value of your portfolio. The specific fee depends on the advisor, the type of client, the complexity of their situation, and the amount of assets managed. Fees are paid quarterly, in advance. Accounts within the same household may be eligible for a discounted fee. BCA also uses model portfolios, which have an additional fee of 0.25% of the assets managed in the model portfolio.
Location
86 Baker Avenue Extension, Suite 310, Concord, MA, 01742
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sandi is the owner of JMB Group, LLC, a commercial real estate company. She dedicates a few hours per week to this non-investment related activity, including minimal time during securities trading hours, and her duties include general advisory.
Employment History
Current Registrations
Bay Colony Advisors
State Registrations1 state
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