BayRock Financial offers investment advice tailored to clients' needs. They provide portfolio management, where they manage investments based on your goals and risk tolerance. For clients with over $500,000, they offer complimentary financial planning. They also offer financial planning services separately, ranging from broad plans to single-subject consultations. BayRock primarily advises on exchange-traded fund portfolios but may advise on other investments.
Assets Under Management$51M
Clients154
Advisors2
Avg. per Client$330K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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