Bailey Financial Services provides consultation services and oversees relationships with third-party investment managers. Bailey Financial Services gathers information about your financial situation and goals, then recommends one or more third-party investment managers to implement your portfolio. Bailey Financial Services reviews the performance of the third-party investment manager at least annually.
Fee Structure
Bailey Financial Services does not directly manage your investments. Instead, they recommend third-party investment managers. The total annual fee for these managers ranges from 1.00% to 2.25% of your portfolio, depending on the manager, investment strategy, portfolio holdings, account size, and services provided. Bailey Financial Services receives 0.50% to 1.25% of this total fee for their consultation services and oversight of the third-party manager relationships.