Bay Capital manages wealth through active asset allocation, adjusting exposure based on market trends. They offer multiple programs tailored to different risk tolerances and timeframes, primarily investing in investment company products like mutual funds and ETFs. Bay Capital aims to take advantage of changing economic environments, implement suitable investment strategies, reduce volatility, and provide liquidity.
Fee Structure
Bay Capital offers several investment programs with fees based on the amount you invest. The annual fee is calculated as a percentage of your portfolio's value, billed quarterly.
BC Allocation – Strategic Income Programs
- Up to $1,000,000: 1.00% per year
- Over $1,000,000: 0.75% per year
BC Select Advisors – Moderate Allocation Program
- Up to $1,000,000: 2.00% per year
- Over $1,000,000: 1.75% per year
BC Select Advisors – Growth Program
- Up to $1,000,000: 2.25% per year
- Over $1,000,000: 2.00% per year
These fees do not include custodial fees or mutual fund expenses. Bay Capital may negotiate fees on a client-by-client basis.