wiseradvisor

Corey Peterson
Bayside Tax and Wealth, part of Great Hill Advisory, Ltd.

Tel: (516) 500-1240
174 Main St.
Port Washington, NY 11545
Bayside Tax and Wealth, part of Great Hill Advisory, Ltd. | Financial Advisor in Port Washington ,NY

About Bayside Tax and Wealth, part of Great Hill Advisory, Ltd.

Bayside Tax & Wealth provides unparalleled personalized investment and tax services to clients across Long Island New York and beyond. As your financial planners we are here to ensure that all of your financial decisions are made carefully and with your best interests in mind. We are ready and able to serve as your financial advisor, tax planner, and guide along your path to success.


General Information

Firm Start Year:   2019
No.of Employees:   2-4
Number of Years with Current Firm:   5


Services

Investment Types:   Bonds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Mutual Funds, Commodities, Options & Futures, FOREX & Currency, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email, Via phone, Video Conference, At my office


Firm Information

Advisor's Number of Clients:   40
Advisor's Number of Managed Clients:   40
Advisor's Number of Planning Clients:   40
Assets Managed by Advisor:   $100,000,000


Compliance

Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Fee % Based on Assets:   1.25%
Additional Details on Charges:   Our minimum quarterly fee is $450 per quarter. Fee's start at 1.25% for the first $250,000 of net worth, not assets, and decreases to 0.8% at $1m, and 0.5% at 1.5m. Our fee is all inclusive - Asset Management, personal Income tax planning and preparation, and financial planning with customized wealth management website. We bill not net worth and have various discounts available.
Minimum Fee Charged for Managed Accounts:   $1,800


Corey Peterson

Corey Peterson

CFP®, EA

At Bayside Tax and Wealth we provide comprehensive financial planning, income tax preparation and investment management. We feel by having one advisory firm manage all aspects of your financial life you'll be better organized and more able to act on tax planning or investment opportunities

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My Services

Financial Planning for Businesses

We work with several business owners and help with their generational planning.


Financial Planning for Individuals

We provide comprehensive planning including education, retirement, and estate planning.


Financial Advice & Consulting

We provide comprehensive planning including education, retirement, and estate planning.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Communities Served

We are located in Port Washington NY but would be happy to speak with anyone. A majority of our clients are doctors and nurses
but we are happy to help anyone.

Compensation Arrangements

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