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Bay Point Wealth
Annapolis, Maryland
5.0
2 Reviews
Bay Point Wealth, headquartered in Annapolis, MD, is a leading investment advisory firm with a team of 15 dedicated professionals. With 11 skilled advisors specializing in investment advisory services, they offer comprehensive financial solutions to a diverse clientele. Bay Point Wealth operates under a flexible compensation structure, utilizing methods such as hourly charges and fixed fees to ensure tailored services for their clients.
With over $624,855,000 in assets under management, Bay Point Wealth serves more than 300 individual clients. Their expertise lies in managing the assets of high-net-worth individuals, while also p...see more
Assets Under Mgmt
$624.85M
Investment Professionals
11
Locations
9
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Bay Point Wealth
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