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VERIFIEDBay Capital Advisors, LLC
582 Lynnhaven Parkway Suite 302
Virginia Beach, VA 23452
843-271-4730
Every Dream Matters, Let's Bring Yours to Life
About Bay Capital Advisors, LLC
Bay Capital Advisors is an independent fee-only Registered Investment Advisor (RIA). Our certified financial planners are committed to offering objective recommendations and strategies aligned with your unique needs and specific goals.
We provide our select group of clients with a level of innovative investment care, independent financial advice, and continuous fiduciary oversight, helping to give them a renewed sense of confidence in their future.
See Disclosures
General Information
Firm Start Year
2006
No. of Employees
5-9
Firm CRD#
140796
Name of Custodial Firm
Charles Schwab and Fidelity
Years of Experience in Financial Services
3
Number of Years with Current Firm
3
Work with the following types of clients
Businesses, Individual Investors
Foreign Languages Serviced
English
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Money Management
Services
Investment Types
Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs)
Can meet clients in the following ways
Your Office, Video Conference, Email, Phone, Our Office, Your Home
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, ChFC®, RSSA®
Securities Licenses
Series 65
Firm Information
Firm's Number of Clients
191
Firm's Number of Planning Clients
191
Firm's Number of Managed Clients
191
Assets Managed by Firm
$215,000,000
Advisor's Number of Clients
26
Advisor's Number of Managed Clients
26
Advisor's Number of Planning Clients
26
Assets Managed by Advisor
$10,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets, Flat Fee, Hourly
Fee % Based on Assets
1%
Hourly Rate
$350
Minimum Fee Charged for Managed Accounts
1%
Minimum Fee Charged for Hourly Planning Accounts
$3,500
Education
Masters -
Old Dominion University
09/01/2001 -08/01/2003
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893212/retirementplanning-Bay-Capital-Advisors,-LLC-detailed-disclosure.html
Disclaimer
https://www.baycapitaladvice.com/disclaimer