A complete list of active advisors currently associated with Bay Harbor Wealth Management, LLC
Warmer can help you find a great advisor at Bay Harbor Wealth Management, LLC or one who fits your needs even better.
Bay Harbor Wealth Management advises individuals, high‑net‑worth individuals, and trusts with discretionary asset management, financial planning, and retirement plan consulting. The firm also provides management of donor‑advised fund accounts and direct management of fee‑based fixed annuity sub‑accounts as part of its service offerings. Its investment approach emphasizes risk‑based asset allocation implemented through ETFs, mutual funds, individual securities, and allocations to third‑party managers and model strategies, including solutions available via the AssetMark platform and DFA’s UMA program. Portfolios are monitored and rebalanced on an ongoing basis, and clients receive consolidated reporting through a Black Diamond portal with an optional account‑aggregation add‑on. Bay Harbor’s use of multiple third‑party platforms and sub‑advisers is a distinguishing feature: it routinely provides clients with platform and manager disclosure materials (e.g., AssetMark and DFA) and integrates third‑party performance and reporting into its client communications. The firm also discloses platform‑level fee arrangements and past incentive payments from platform providers and accepts advisory engagements to manage donor‑advised fund accounts — practices and commercial relationships that the brochure identifies and explains in detail.
To learn more about the advisors currently working at Bay Harbor Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Hunt Valley, MD
| 5
| |
Hunt Valley, MD
| 12
| |
Hunt Valley, MD
| 15
| |
Hunt Valley, MD
| 1
|
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