Bailey & Associates Investment Mgt. and Financial Planning LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Bailey & Associates provides ongoing investment management and financial planning services. They focus on creating investment plans tailored to individual needs, considering tax implications, risk tolerance, and income requirements. They do not receive commissions and base recommendations on what they believe best meets the client's objectives. Bailey & Associates uses Charles Schwab & Co. to custody client assets.
Assets Under Management$30M
Clients37
Advisors1
Avg. per Client$800K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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