Great Bay Wealth Management offers investment management services, including personalized asset allocation and portfolio construction, and advisory consultations for investment planning and performance analysis. The firm primarily uses mutual funds, exchange-traded funds, and fixed income securities to construct client portfolios. Advice is tailored to individual client needs and goals.
Assets Under Management$18M
Clients18
Advisors1
Avg. per Client$970K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
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 service fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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