Our fees

Value for fees

We are a full-service provider offering a wide range of financial services and products to our valued clients. When working with a team full of Certified Financial Planner® professionals backed by the support of IG Private Wealth Management, you're accessing decades of collective expertise across investments, tax strategies, estate planning, business planning, and risk management. Our fees are often offset by the team's ability to optimize tax efficiency, help you avoid costly financial missteps, and build long-term investment value. The value extends beyond pure numbers -- you gain a dedicated partner who provides objective guidance during major life transitions, proactively adjusts your strategy as markets shift, and ensures your financial decisions align with your long-term goals and values. Typically, as a client's net worth and investable assets increase, they have a greater need for these services. 

Advice leads to better financial outcomes

Difference in household financial assets attributable to financial advice

Our fees

Bay & Associates believes in transparency and value for our clients. We've put together our fee schedule with your best interest at heart, making sure you get outstanding service without any confusing fine print. Below is an advisory fee schedule our high-net-worth clients can enjoy. For reference, the industry average advisory fee for providing comprehensive family wealth planning is 1.5% of assets under management¹.

To understand the breadth and depth of our services and products, visit Our Approach page.

^{*The advisory fee rate will automatically adjust as household assets move between asset tiers as per the fee schedule selected.}

To learn more about fees, visit About Fees | IG Wealth Management

¹ Russell Investments 2023 Value of an Advisor