BayBridge Capital Group provides investment management and financial planning services. Financial planning is included for clients who use the firm's asset management service. BayBridge Capital Group also provides services to retirement plans. The firm may use other investment advisors while managing client portfolios, but the fees clients pay to BayBridge Capital Group will not increase or decrease.
Assets Under Management$190M
Clients220
Advisors2
Avg. per Client$880K
Avg. per Advisor$96M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $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% |
Minimum fee of $2,500. Accounts within the same household may be combined for a reduced fee. The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...