Bayview Investment Counsel, INC

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Bayview Investment Counsel is a registered investment advisor based in Stevensville, Maryland, offering personalized investment portfolio management and investment counseling services. Founded in 1982, the firm builds customized investment portfolios primarily using equity securities, exchange-traded funds, and mutual funds, with a focus on matching client risk tolerance and objectives. Bayview Investment Counsel manages accounts on a discretionary basis, meaning the firm makes day-to-day trading decisions on your behalf without requiring your approval for each transaction. In addition to portfolio management, the firm offers non-discretionary investment counseling on an hourly basis for clients seeking advice on specific financial resources or accounts not directly managed by Bayview Investment Counsel, such as workplace retirement plans. Associated persons of Bayview Investment Counsel are also registered representatives with a securities broker-dealer and licensed insurance agents, presenting a potential conflict of interest regarding commissions on securities or insurance product sales.

Assets Under Management$35M
Clients117
Advisors1
Avg. per Client$300K
Avg. per Advisor$35M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Bayview Investment Counsel charges a maximum annualized fee of 2.50% on all assets under management. Fees are negotiable and billed monthly in arrears based on the average daily net value of the account.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm