Have a Question?

Below are the answers to our most common questions.

There are 3 different ways we may get compensated, depending on the services we are contracted to perform.

  1. For Investment advisory services, clients pay fees for portfolio management based on a percentage of the assets we manage (Assets Under Management). Investment advisory services offered through Bayworth Capital.

  2. For tax advisory services, we get paid fees either on an hourly basis or per project.

  3. For insurance-based products, we get paid in the form of commissions directly from the insurance companies.

No. Our investment advisory services are fee only.

We strongly encourage our clients to maintain a relationship with their CPA and attorney, and we work in collaboration as a team on behalf of our clients.
While we have credentialed professionals on our team and are authorized to prepare tax returns, we do not provide tax return services. We believe this discipline is best handled by your CPA.
We are not a law firm and do not provide legal services. While some of our clients have existing relationships with attorneys, many do not. For those needing attorney services, we have collaborated with many outstanding attorneys and can help with introductions and vetting process.
While client relationships typically have a single point of contact, we have implemented procedures for business continuity that allow us to continue to provide services to our clients in the event any of our team members are unavailable.

We take great pride in aligning our resources to serve the needs of our clients. For this reason, all of our advisory team members have acquired designations in various areas of specialty in addition to maintaining the various licensing requirements by regulatory agencies. (For a full and current list of credentials, please visit the bio section of our team members).

This is just the start however – In addition to annual continuing education to maintain our designations, we attend conferences, conduct research, and strive to be on the forefront of changes that may impact our clients. Our expertise has also been utilized to provide continuing education courses (CPE) to CPAs and we have lectured students seeking advanced financial services designations.

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