BlackBay Capital Advisors provides investment management services tailored to client needs, including investment supervisory services with various investment objectives and a mutual fund timing service. BlackBay also offers investment supervisory services for cryptocurrency portfolios. Client accounts are tailored based on questionnaires and investment policy statements. Clients can impose restrictions on investment choices for the investment supervisory service but not for the mutual fund timing service.
Fee Structure
BlackBay Capital Advisors charges a percentage of your portfolio's value for investment management. Here's a breakdown:
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Investment Supervisory Service:
- Up to $100,000: 1% to 2%
- $100,000 to $250,000: 0.75% to 1.5%
- Over $250,000: 0.5% to 1.5%
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Mutual Fund Timing Service:
- Up to $1,000,000: 2.4% to 3%
- Over $1,000,000: Negotiable
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Cryptocurrency Supervisory Service:
- 3%
Fees are negotiable and may be lower than the standard rates. Fees for the Investment Supervisory Services are payable a calendar quarter in advance. Fees for the Mutual Fund Timing Service are payable in arrears four times per year.