North Bay Wealth Management offers investment advice tailored to clients' needs and goals. This includes reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. They also provide financial planning consulting services, such as risk assessment, investment planning, estate planning, and financial organization. Managed accounts are available to individuals and high net worth individuals.
Assets Under Management$110M
Clients138
Advisors2
Avg. per Client$780K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $6.0M | 1.00% |
| $6.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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