Sara-Bay Financial Corp. specializes in active asset management, offering tailored strategies including growth, income, balanced exchange-traded funds, and fixed-income portfolios. Sara-Bay Financial Corp. builds and actively manages client portfolios using in-house research rather than outsourcing. Client assets are held independently at Charles Schwab & Company, Inc. In addition to investment management, Sara-Bay Financial Corp. incorporates financial planning services at no extra charge when appropriate for the client. The firm works primarily with individuals, including retirement accounts, joint accounts, trusts, foundations, and corporate accounts, utilizing fundamental and technical analysis to select investments while actively managing risk.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Management fee schedule is negotiable. There is a minimum annual fee of $1,000.