Bayworth Capital provides financial planning and investment management services. Financial planning covers cash flow, retirement, insurance, portfolio, education savings, and estate analysis. Investment management is offered on a discretionary or non-discretionary basis, potentially using model portfolios. Bayworth Capital also offers pension consulting services to retirement plans and individuals.
Assets Under Management$63M
Clients183
Advisors4
Avg. per Client$350K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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