Northbay Advisors offers personalized financial planning and investment management services. They work with individuals, trusts, estates, charitable organizations, and small businesses. Their services include financial planning, investment advice, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Northbay Advisors is a fee-only firm and does not receive commissions.
Assets Under Management$6.1M
Clients31
Advisors1
Avg. per Client$200K
Avg. per Advisor$6.1M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.65% |
The minimum annual fee is $500 and is negotiable. Fees may be higher or lower than the fee schedule for current client relationships. At its discretion, Northbay Advisors may allow accounts of members of the same household to be aggregated for purposes of determining the advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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