Bay Rivers Group Wealth Partners's Form ADV discloses 1.50% on the first $500,000, 1.35% on the next $3.5 million, 1.00% on the next $6 million, and 0.70% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #290095), Bay Rivers Group Wealth Partners is subject to fiduciary duty under federal law.
Bay Rivers Group Wealth Partners is headquartered in WILLIAMSBURG, VA.
Bay Rivers Group Wealth Partners serves 90 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, Bay Rivers Group Wealth Partners offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Bay Rivers Group Wealth Partners manages $326 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, Bay Rivers Group Wealth Partners serves high-net-worth individuals and institutional clients. View client details ↓