Bay Colony Advisors provides customized investment management, financial planning, and retirement plan consulting services to individuals, high-net-worth families, businesses, and institutional clients. The firm builds diversified portfolios primarily using mutual funds and exchange-traded funds, while also accommodating legacy holdings, individual stocks and bonds, options, and alternative investments when appropriate. Bay Colony Advisors operates through advisor-led teams and emphasizes a long-term investment approach tailored to each client's specific financial goals, time horizon, and risk tolerance. In addition to investment management, the firm offers family office services, tax planning, estate planning coordination, risk management, and concierge services such as bookkeeping and bill payment. Clients can also access specialized services through independent sub-advisors affiliated with Bay Colony Advisors. The firm acts as a legally required fiduciary for its clients, committing to put their best interests first.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Annual advisory fees range from 0.65% to 1.85% depending on the advisor, client type, portfolio complexity, and total assets. Fees are negotiable and household accounts may be aggregated for discounts.