Back Bay Advisors focuses on providing portfolio management services. They work with clients to understand their financial situation and establish an investment portfolio. Back Bay Advisors communicates with clients regularly and reviews their financial situation at least annually. Client assets are held in separately managed accounts.
Assets Under Management$6.4M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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