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.
The fee for all services included in the Bayside Tax & Wealth platform, the annual fee is 1% of the families adjusted gross income based on their most recent tax return. The minimum fee for service is $1,800 per year.