BayTrust Wealth Management offers personalized investment management and financial planning services to individuals, families, and businesses. BayTrust works with clients to develop a portfolio strategy aligned with their investment objectives, time horizon, and risk tolerance. Services include retirement planning, estate and tax strategies, education funding, and business consulting. BayTrust emphasizes value, quality, and disciplined risk management.
Assets Under Management$0
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Asset management fees will not exceed an annual rate of 2.00%. Specific fees and terms are detailed in the advisory agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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