TaiBay Wealth Management offers portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and estate planning. TaiBay Wealth Management generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$57M
Clients64
Advisors1
Avg. per Client$890K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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