Firm Size
Services Offered
- Portfolio Management Investment Company
- Portfolio Management of Pooled Investment Vehicles
- Portfolio Management for Businesses or Institutional Clients
Types of Clients
- Investment Companies
- Pooled Investment Vehicles
Available Fee Structures
- Percentage of Assets Under Management (AUM)
- Performance-based Fees
- Other
Bayview Asset Management, LLC Overview
Bayview Asset Management, LLC is a commodity pool operator and advisor based in Coral Gables, FL. The firm has been in business since 2012, providing investment advice to a wide range of clients. As a fee-based Registered Investment Advisory firm, Bayview Asset Management charges clients based on the assets they manage. The firm offers portfolio management services to investment companies, institutional clients, and businesses. Their expertise lies in managing pooled investment vehicles and providing customized portfolio management solutions to clients of all sizes. Bayview Asset Management takes a systematic and disciplined approach to investment management, using unique models and algorithms to identify investment opportunities and manage risk. Over the years, Bayview Asset Management has earned a reputation for delivering consistent and reliable investment results to its clients. Their broad range of services and expertise make them a trusted partner for those seeking a knowledgeable and experienced commodity pool operator and advisor. They are committed to helping their clients achieve their investment goals, and they use their extensive industry experience and cutting-edge technology to deliver exceptional investment results with the highest level of transparency and integrity.
BAYVIEW ASSET MANAGEMENT, LLC caters to a diverse range of clients, including investment companies and pooled investment vehicles. These entities rely on the firm's expertise to manage their investment portfolios and help them achieve their financial goals. The firm's seasoned professionals work closely with each client to understand their unique needs and craft customized investment strategies that align with their objectives. With a keen focus on delivering value to clients, BAYVIEW ASSET MANAGEMENT, LLC has built a reputation as a trusted partner in the investment management space. When it comes to fee structures, BAYVIEW ASSET MANAGEMENT, LLC offers a range of options to suit different levels of service provided. For clients who require ongoing portfolio management, the firm typically charges a percentage of assets under management (AUM). This fee structure incentivizes the firm to maximize returns for clients, as their compensation is tied to the performance of the portfolio. For clients who desire an even more performance-driven fee structure, BAYVIEW ASSET MANAGEMENT, LLC may offer performance-based fees, which are contingent on achieving specific investment targets. In addition to these common fee structures, the firm may also offer other types of fees for specialized services or unique client situations. Regardless of the fee structure, BAYVIEW ASSET MANAGEMENT, LLC focuses on transparency, ensuring clients understand the fees they are paying and the value they receive in return.
Typical Clients, Fee Structures & Investment Minimum
The Part 2 Brochure from Bayview Asset Management, LLC notes that their constituent documents for each Fund set minimum amounts for investment by prospective investors. However, Bayview may modify or waive such minimum investment requirements from time to time. It is unclear from the note what the investment minimum is for prospective investors, but it is stated that investors must be "accredited investors", "qualified purchasers" or eligible "knowledgeable employees", and meet other suitability requirements.
How This Office Can Help Rancho Mirage, CA Residents
Bayview Asset Management LLC provides a wide range of financial services to clients living in Rancho Mirage, CA. Our team of experienced financial advisors works closely with clients to gain a thorough understanding of their individual circumstances in order to develop customized plans that meet their specific financial goals. Some of the financial situations that someone living in Rancho Mirage, CA might be facing include managing their retirement savings, navigating the complex world of investments, and planning for unexpected medical expenses. Our team at Bayview Asset Management LLC understands that every individual has their own unique financial situation, and we work closely with our clients to develop a tailored plan that helps them achieve their financial goals. Whether you are looking to invest in your future or simply need some guidance on how to manage your finances better, our team is here to help. Contact us today to learn more about how we can assist you in achieving your financial goals.
Services Offered by Bayview Asset Management, LLC
Core Advisor Services
Financial Planning
Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.
Portfolio Management for Individuals & Small Businesses
Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.
Market Timing Services
Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.
Other Services
Selection of Other Advisors
The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.
Publication of Periodicals or Newsletters
The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.
Educational Seminars & Workshops
The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.
Fee Structures
Financial advisory fees usually are based on the services provided. Fee types charged by Bayview Asset Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
Percentage of Assets Under Management (AUM)
This fee structure charges a percentage of the assets under management by the firm. Fee structures are often tiered based on the amount of assets managed, with higher AUM often charged a lower rate.
Between 0.50% and 2.00% of assets under management (annually), often lower for a robo advisor. Fees are typically charged quarterly by the firm and will show on your investment statement. View typical advisor costs here.
~96% of registered firms offer this fee structure.
If you have $1 million managed by a firm at a 1% management fee, you would be charged $10,000/year to manage your assets (or $2,500 per quarter). This would be automatically deducted from your investment portfolio.
Performance-based Fees
Advisors typically obtain performance-based fees if a portfolio surpasses a predefined benchmark. This fee is determined through various methods, but is most commonly assessed as a percentage of investment gains. Performance-based fees may incentivize advisors to undertake riskier decisions in pursuit of generating higher returns.
“Two and Twenty” is common among hedge funds with a 2% management fee and a 20% incentive fee above the “hurdle rate,” or performance threshold the fund is compared against.
32% of registered firms offer this fee structure.
A hedge fund earns a 15% return with a 20% performance fee in above the performance of the S&P 500, which grew 7% that same year.
20% of fund growth in excess of S&P 500’s 7% growth for that year = 15% hedge fund growth - 7% S&P 500 growth = 8% difference x 20% = 2% performance fee (in addition to the management fee).
Other
Firms occasionally offer unconventional fee structures when charging clients. For more detailed information about a firm’s specific fee structures, please refer to their Form ADV and Part 2 Brochure.
Unavailable
Hourly
Similar to an attorney, a financial consultant might charge fees based on hourly rates. This fee structure can be advantageous when seeking specific or ad hoc advice.
Charges generally span from $150 to $400 per hour, depending on the extent of the services required.
~33% of registered firms offer this fee structure.
If you needed hourly consulting to sell a business or transfer your estate to your children but did not want your assets managed by a firm, you could consult a firm at an hourly rate to answer any questions you may have.
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Fixed fees are a one-time, lump-sum payment rendered for a specific service, such as creating a financial plan without ongoing management or implementation. This option is beneficial if you solely require guidance for a particular objective rather than a long-term consultancy or asset management.
Fixed fees for creating a financial plan often range from $1,000 to $3,000.
~49% of registered firms offer this fee structure.
If you did not want a firm to manage your assets but needed to create a retirement plan, life transition plan such as divorce or loss of a spouse, estate transition plan, business financial plan, or any other financial planning, you could consult with an RIA firm to help you with the creation of that plan.
Commissions
Occasionally, advisors are compensated through commissions by selling certain financial products, such as mutual funds or life insurance policies, or as a broker-dealer by facilitating the buying and selling of securities. Advisors who receive commissions may be incentivized to make specific suggestions to clients in order to secure a commission. Advisors who operate on a fee-only basis do not earn commissions, whereas fee-based advisors may do so.
Often 3% - 6% of the value of the security.
Only ~3% of registered firms say they offer this fee structure, but other advisors may receive “soft dollars”. Many mutual funds charge 12b-1 fees to cover the promoting and selling of the fund’s shares. While your advisor does not charge these fees, they may receive a kickback for recommending the investment.
An advisor selling their client on a life insurance policy and receiving a commission on the sale of that policy, or recommending a specific investment and receiving a kickback for that recommendation.
Types of Clients
This Office Location
Other Office Locations
Firm Headquarters
This firm has no other locations.
State Registrations
Bayview Asset Management, LLC is registered to service clients in the following states:
- Florida
Disciplinary History
Bayview Asset Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.