Golden Bay Advisors offers portfolio management for separately managed accounts and retirement plans, as well as financial planning services. The firm primarily focuses its investment strategy on exchange-traded funds (ETFs), and also utilizes individual stocks, open-end mutual funds and other investments. The firm assists clients in determining their investment objectives and needs, and each account is managed in accordance with those objectives and needs.
Assets Under Management$180M
Clients154
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$250K
Golden Bay Advisors manages investment portfolios for a fee that is a percentage of the value of your account. The specific percentage is negotiated individually with each client.
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