BAY HARBOR WEALTH MANAGEMENT, LLC
Hunt Valley, Maryland
5.0
1 Review
Bay Harbor Wealth Management, LLC, headquartered in Hunt Valley, MD, is a small investment advisory firm committed to helping clients achieve their financial goals. With one office, the firm employs a dedicated team of five professionals, three of whom specialize in providing investment advisory services. Their expertise and personalized approach have positioned them as a trusted partner in wealth management. With an average of $79,470,000 in assets under management per investment advisor, Bay Harbor Wealth Management, LLC falls in line with industry averages. They offer a diverse compensation structure, including a percentage of...
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Assets Under Mgmt

$238.42M

Investment Professionals

3

Locations

0

% 401K & Individual

28%

% Discretionary

100%
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
Selection of other advisers
Educational seminars/workshops
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