BAY Pointe Financial

Overview

BAY Pointe Financial is an independent registered investment adviser organized as an LLC and owned by an individual. The firm targets individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee schedule is flexible—charging a percentage of assets under management as well as hourly and fixed fees. BAY Pointe does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not documented as a capital allocator to external fund managers. The firm also lists an insurance company affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices