Safe Bay Retirement Advisors provides ongoing investment management based on individual client goals and risk tolerance. They create investment plans and may request authority to make trades without client permission. They also offer one-time financial plans covering investments, insurance, retirement, college, and debt planning. SBRA generally limits its investment advice to mutual funds, equities, bonds, ETFs, REITs, insurance products including annuities, and government securities.
Assets Under Management$12M
Clients32
Advisors1
Avg. per Client$380K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.25% |
| $50K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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