Bayridge Financial Group offers customized investment advisory solutions through personal client contact and discretionary investment management. Bayridge works with clients to identify their investment goals, risk tolerance, and financial situation to create an investment strategy. Bayridge may use internal management or unaffiliated money managers/investment platforms. Bayridge primarily uses exchange-traded funds, mutual funds, individual stocks, and fixed income securities.
Assets Under Management$78M
Clients447
Advisors2
Avg. per Client$170K
Avg. per Advisor$39M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $750K | 1.15% |
| $750K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.90% |
| $2.5M+ | 0.85% |
Fees may be negotiable at the sole discretion of the Advisor. Certain Clients may be offered a fixed annual rate or dollar amount.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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