Great Bay Wealth Management LLC offers personalized investment management and advisory consultation services to individuals, corporations, charitable organizations, and retirement plans. Founded in 2014, Great Bay Wealth Management builds and manages customized investment portfolios using fundamental analysis, with a focus on asset allocation, diversification, and risk management. The firm primarily utilizes mutual funds, exchange-traded funds, and fixed income securities to help clients achieve their long-term growth and income goals. Great Bay Wealth Management also provides project-based or ongoing advisory consultations for financial research, investment performance analysis, and planning support.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Investment management fees are negotiable.