Back Bay Financial Planning & Investments
Firm details
- Headquarters
- Bethany Beach, Delaware
- CRD number
- 335236
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.62%
- Individuals19.44%
- Pension & Profit Sharing Plans0.74%
- Corporations / Businesses0.2%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Back Bay Financial Planning & Investments is an independent, individually owned RIA organized as an LLC that focuses on working with individuals and families. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers when clients require outside managers. The firm charges a mix of fee structures — percentage of AUM, hourly, and fixed fees — and identifies itself as a capital allocator and an active ESG investor. It operates as a single-state adviser rather than a multi-state practice.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
1 of 1
Robert Jeter
Owner & CCOCRD 6100109
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bethany Beach, DE
Sussex
Location
Bethany Beach, DE
Headquartered in Bethany Beach, DE, anchoring the Salisbury-Cambridge, MD-DE metro in the South.
- Metro area
- Salisbury-Cambridge, MD-DE
- Region
- South
- County
- Sussex
- Address
- 39682 Sunrise Ct
- Time zone
- ET (UTC-5)
- Office locations
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