Barnegat Bay Capital Management provides investment management services tailored to individual client needs, considering their goals, risk tolerance, and time horizon. They offer both discretionary and non-discretionary investment advisory services. Barnegat Bay also provides occasional financial planning services, including advice on investment, retirement, education, and debt planning. The firm primarily invests in mutual funds and exchange-traded funds (ETFs).
Assets Under Management$110M
Clients68
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $7.5M | 1.00% |
| $7.5M - $15.0M | 0.90% |
| $15M+ | 0.90% |
Fees negotiable for accounts over $15,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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