Bay Capital Advisors LLC- Financial Advisor Virginia Beach, VA

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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

Firm CRD#

140796

Name of Custodial Firm

Charles Schwab and Fidelity

Years of Experience in Financial Services

Number of Years with Current Firm

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

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

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

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$215,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

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

Hourly Rate

$350

Minimum Fee Charged for Managed Accounts

Minimum Fee Charged for Hourly Planning Accounts

$3,500

Education

Masters -

Old Dominion University
09/01/2001 -08/01/2003

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893212/paladinregistry-Bay-Capital-Advisors,-LLC-detailed-disclosure.html

Disclaimer

https://www.baycapitaladvice.com/disclaimer

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Bay Capital Advisors, LLC