Broker Check

Bayside Premier


Financial Planning 

  • Wealth Management Website
  • Income & Expense Projections
  • Annual Savings / Spending Targets
  • Alternative Cash Flow Scenarios
  • In-house spending classificatio

Investment Management

  • Recommended Portfolio & Rebalancing
  • 401k Investment Reviews                                 and recommendations
  • Performance Reporting for Charles                   Schwab accounts

Income Taxes 

  • Current Year Tax Projection                               with recommendations
  • Current Year Tax return preparation

Estate Planning 

  • Review current estate planning documents and put together summary
  • Recommend any changes to current documents

Review Meetings & Phone Calls 

  • Semi-Annual review meeting to discuss investment                                   performance, spending,  and taxes. Typically these meetings                   are held in the beginning of the year and the end of the year.
  • Semi-Annual calls regarding spending and investment rebalances
  • Semi-Annual calls to review the current year tax projection
  • Calls as needed for other circumstances

Qualifying Clients & Fee for Service

At Bayside Tax & Wealth, we operate on an annual retainer fee, with no additional commissions or investment fees. All services are included in the fee regardless of the amount of time spent with our clients.

Qualifying clients of Bayside Tax & Wealth will have less than $1,000,000 in investable assets. For families with more than $1,000,000 please see the Bayside Premier Services. For families with more than $10,000,000 in investable assets, please refer to our Great Hill Family Office Service.

The fee for all services included in the Bayside Premier platform, the annual fee is 0.35% of the families investable assets. The minimum fee for service is $3,500 per year.

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