Bay Area Wealth Advisors provides investment management using exchange-traded funds, mutual funds, and individual securities. They also offer financial planning services, including retirement planning, education funding, and insurance planning. Financial planning can be on a one-time or ongoing basis. Clients are not obligated to implement any recommendations.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Standard advisory fee is 0.90% annually, with a maximum fee of up to 1.25%, as agreed upon in the client's advisory agreement. Fees are negotiable at the Adviser's discretion based on factors such as account size, complexity, and the overall client relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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