Beacon Bay Asset Management (BBAM) is a registered investment advisor that focuses on managing investments for individuals approaching or in retirement. BBAM invests in stocks, options, and exchange-traded funds listed on North American stock exchanges. BBAM does not offer financial planning or insurance products. BBAM manages client accounts on a discretionary basis, meaning they can buy and sell investments without consulting the client first.
Assets Under Management$27M
Clients43
Advisors1
Avg. per Client$620K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $2.5M | 0.80% |
| $2.5M - $3.0M | 0.76% |
| $3M+ | 0.75% |
Fees may be negotiable. Separate fee schedules apply to actively managed individual bonds and municipal bonds.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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