Assets Under Management
$1.3B
Number of Clients
2,433
Number of Advisors
31
Average Client AUM
$519K
AUM per Advisor
$40.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Bay Colony Advisors offers financial planning, tax planning, estate planning, risk management, retirement planning, business succession consulting, concierge services, and portfolio management to high-net-worth families, individuals, and institutional clients. They provide customized investment solutions and may use model portfolios.
86 Baker Avenue Extension, Suite 310, Concord, MA, 01742