Bay Colony Advisors offers customized investment solutions, financial planning, tax planning, estate planning, risk management, retirement planning, business succession consulting, and concierge services. BCA manages investments through diversified mutual funds and exchange-traded funds (ETFs), and may use individual stocks, bonds, options, and alternative investments. BCA also offers retirement plan advisory services to plan sponsors and participants.
Fee Structure
Bay Colony Advisors offers investment management services where fees range from 0.65% to 1.85% annually, based on the value of your portfolio. The specific fee depends on the advisor, the type of client, the complexity of their situation, and the amount of assets managed. Fees are paid quarterly, in advance. Accounts within the same household may be eligible for a discounted fee. BCA also uses model portfolios, which have an additional fee of 0.25% of the assets managed in the model portfolio.