Double Bay Management & Planning provides financial planning and investment management services to individuals, pension plans, trusts, estates, charities, and small businesses. The firm offers advice on financial objectives, cash flow, insurance, investments, education funding, retirement, and estate planning. Double Bay Management & Planning is a fee-only firm and does not sell commissioned products.
Assets Under Management$110M
Clients29
Advisors1
Avg. per Client$3.8M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$9,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Both current and future client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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