Off the Bay Wealth provides investment advice and financial planning to individuals and businesses. Their services include asset management, financial planning, tax planning, and financial consulting. These services are offered on a fixed fee or hourly basis, depending on the client's needs. Off the Bay Wealth tailors its advice to each client's individual circumstances and investment objectives.
Fee Structure
Off the Bay Wealth offers investment advisory services, including asset management, financial planning, and financial consulting, for a fixed fee. This fee is negotiable and ranges from $1,000 to $15,000 per year, billed quarterly. The exact fee depends on the client's needs, complexity, and the amount of assets managed. You can choose to have the fee deducted from your account or pay it upon receipt of a billing notice.