Bay Hill Capital Management offers financial planning services covering various aspects of a client's financial situation, including net worth, cash flow, investments, tax planning, retirement, insurance, estate planning, and education funding. They also provide asset management services, creating individualized portfolios based on client objectives, time frame, and risk tolerance, regularly monitoring and adjusting the portfolio as needed.
Assets Under Management$63M
Clients87
Advisors1
Avg. per Client$730K
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Clients with assets below the minimum account size may pay a higher percentage rate on their annual fees than the fees paid by clients with greater assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...