Sara-Bay Financial Corp. is a registered investment advisor that specializes in actively managing investment portfolios. They offer growth, income, and blended strategies, building portfolios based on their own research. Client assets are held at Charles Schwab & Company, Inc. Sara-Bay Financial is a fee-only advisor and does not earn commissions on transactions. They may utilize financial planning software to analyze your financial status.
Assets Under Management$400M
Clients324
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
This management fee schedule is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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