Bill of Rights
Successful relationships are based on trust, which is earned when mutually agreed-upon expectations are consistently met. In other words, how do you know we’re doing our job if you don’t know exactly what our job is?
With this in mind, we’ve created a Client Bill of Rights which clearly outlines what you can expect as a valued client of BayView Private Wealth.
Quality of Service
You are entitled to a high level of proactive, courteous service from all associates at BayView Private Wealth.
You have the right to work with a trustworthy, independent advisor focused on helping you achieve your goals. Your relationship will be maintained through informative professional communications and annual portfolio reviews.
Recommendations Based Upon Your Needs
You have the right to professional, independent, advice based on your needs, risk tolerances and goals. Through holistic planning, your needs will be well-defined and regularly monitored.
You have the right to confidentiality. We promise to protect all information to the highest standards outlined by SEC, FINRA, state and regulatory agencies.
You have the right to transparency, including all charges for portfolio management, transactions, and advisory services. All communications will be clear, concise and understandable.
We commit to returning calls or emails by the end of each business day. If additional research is required, you will be given a timeline for a response.
Portfolio transactions will be executed in a timely manner, at the best available price and with prompt confirmation.
You have the right to accurate reporting of all managed accounts.