BayView Financial Planning (BFP) provides investment management and financial planning services to individuals and high-net-worth individuals. BFP works with clients to develop and implement financial plans, monitor progress, and recommend changes as needed. BFP may recommend third-party professionals, but does not receive compensation from them. BFP tailors its services to meet individual client needs and goals.
Assets Under Management$3.2M
Clients6
Advisors1
Avg. per Client$530K
Avg. per Advisor$3.2M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Generally, clients engaging in Investment Management Services must also engage in Ongoing Financial Planning. An exception could be made in special circumstances. This fee is in addition to the recurring fixed fee for Ongoing Financial Planning. This fee excludes any cash management accounts that are managed by BFP.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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