BayBridge Capital Group, founded in 2015 and based in Livermore, California, is a registered investment advisor that provides discretionary asset management and financial planning services. The firm builds diversified portfolios primarily using mutual funds and exchange-traded funds, tailored to each client's individual goals, time horizon, and risk tolerance. Financial planning is included as part of the asset management service, covering areas such as estate planning, taxes, and insurance. BayBridge Capital Group also offers retirement plan consulting services for employers. The firm uses Charles Schwab & Co. as its primary custodian for client accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.50% |
| $6.0M - $7.0M | 0.40% |
| $7.0M - $8.0M | 0.30% |
| $8.0M - $9.0M | 0.20% |
| $9M+ | 0.10% |
Fees may be negotiable. Accounts within the same household may be combined for a reduced fee. Subject to a $2,500 minimum annual fee.