Double Bay Management & Planning
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Overview
Double Bay Management & Planning is located at 50 California Street, San Francisco, CA. The firm employs 1 financial advisor to manage client portfolios and provide financial guidance. Double Bay Management & Planning is not a registered broker-dealer.
Double Bay Management & Planning oversees $106.2 million in assets under management across 90 accounts, all of which are discretionary. Over the past year, the firm has provided financial planning services to between 11 and 25 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. The firm caters to retail investors and high net worth investors, with high net worth investors being the largest client type by accounts. The fee structure at Double Bay Management & Planning includes asset-based, hourly, and fixed fees. The firm has 18 high net worth clients.
Double Bay Management & Planning is registered in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Double Bay Management & Planning by the Numbers
$106.2 million
1
90
$1.2 million
Products and Services
Double Bay Management & Planning offers a number of financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. In the past financial year, Double Bay Management & Planning provided financial planning services to 45621 of its clients. It is not involved in selling products or offering services apart from investment advisory services to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees largely vary depending on the type of financial services offered. Fees billed by Double Bay Management & Planning may include any combination of the following fee types: asset-based, hourly, or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm provides services to retail investors and high net worth investors. Out of its 2 clients, Double Bay Management & Planning's largest client type by number of accounts is high net worth investors, though it also manages money for 18 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 66.67%
- Other Individuals - 33.33%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Double Bay Management & Planning does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Double Bay Management & Planning
San Francisco, CA
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.