Menu
Bay Rivers Group Wealth Partners
Williamsburg, Virginia
5.0
3 Reviews
Bay Rivers Group Wealth Partners, based out of Williamsburg, VA, is a small investment advisory firm with a strong reputation in the industry. With a team of three dedicated professionals, they specialize in providing comprehensive investment advisory services to their clients. Each investment advisor at Bay Rivers Group Wealth Partners manages an impressive average of approximately $221,780,000 in assets under management, surpassing the industry average.
Their compensation structure is designed to align with client success and includes various types, such as a percentage of assets under management and performance-based fees. Wit...see more
Assets Under Mgmt
$161.39M
Investment Professionals
3
Locations
0
% 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
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Reviews for Bay Rivers Group Wealth Partners
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.