Bayview Investment Counsel, INC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Bayview Investment Counsel is a fee-only registered investment advisor offering investment counseling and portfolio management services. Bayview works with clients to determine their investment objectives and risk tolerance to develop a personalized investment strategy. Bayview monitors client portfolios and makes adjustments based on market conditions and financial circumstances.
Assets Under Management$31M
Clients115
Advisors2
Avg. per Client$270K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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