BayLeaf Financial Services is a registered investment advisor located in Dublin, California, founded by Tanay Shah in 2026. The firm offers personalized portfolio management and financial planning services tailored to individual goals, risk tolerance, and time horizons. BayLeaf Financial Services constructs custom investment portfolios using mutual funds, fixed income securities, real estate funds, exchange-traded funds, and private placements. In managing portfolios, BayLeaf Financial Services operates with the authority to make trades without asking first, guided by a legal commitment to act in your best interest. The firm also offers standalone financial planning covering areas such as retirement, taxes, insurance, and debt management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.80% |
| $100K - $250K | 0.60% |
| $250K - $1.0M | 0.40% |
| $1M+ | 0.20% |
Fees are generally negotiable based upon the type of client, complexity of the situation, and other services provided.