Bay Capital Advisors provides personalized investment management and comprehensive financial planning services. The firm designs customized portfolios using exchange-traded funds, mutual funds, individual equities, fixed income investments, and options, with a focus on top-down fundamental analysis. For investment management, Bay Capital maintains continuous supervision and trading authority over client accounts. In addition to portfolio management, the firm offers financial planning on a project or ongoing subscription basis, covering retirement planning, tax strategies, estate planning, cash flow and debt management, insurance analysis, college savings, and business planning. Bay Capital specializes in working with individuals, high-net-worth clients, business entities, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee is 1% of assets under management, negotiable based on client asset size, financial complexity, and overall services needed.
