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They include 266 individual clients, 130 high-net-worth individuals, and 3 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 4 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bay Harbor Wealth Management offer?","answer":"Bay Harbor Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, philanthropic planning, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Bay Harbor Wealth Management charge?","answer":"Bay Harbor Wealth Management charges up to 1.25% a year for its Asset Management Services. The fee is billed in advance and is negotiable.","source":"BAY HARBOR WEALTH MANAGEMENT ADV PART 2A, filed 20 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bay Harbor Wealth Management use?","answer":"Bay Harbor Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $394M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bay Harbor Wealth Management have?","answer":"Bay Harbor Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bay Harbor Wealth Management invest in?","answer":"At the end of its last fiscal year, Bay Harbor Wealth Management’s separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 2% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bay Harbor Wealth Management?","answer":"Bay Harbor Wealth Management’s direct owner is Lance Scott (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 4 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bay Harbor Wealth Management get paid?","answer":"Bay Harbor Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}