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Wealth Strategies By Bayliss & Mcaninch, Inc. (Carson City)


Wealth Strategies By Bayliss & Mcaninch, Inc. is an adviser based in Carson City. It manages $70.3 million of regulatory assets for 340 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Nevada.

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Wealth Strategies By Bayliss & Mcaninch provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and managing member & investment manager to wealth strategies investment fund, llc. It prepares financial plans for more than 50 clients. On top of advisory services, the firm also engages as sell and management of investment funds.

Wealth Strategies By Bayliss & Mcaninch: assets under management

The assets under management (AUM) of Wealth Strategies By Bayliss & Mcaninch, Inc. is $70.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 91% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $70.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $206.76 thousand each.
Wealth Strategies By Bayliss & Mcaninch has custody of $62.38 million in cash and securities for 99 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealth Strategies By Bayliss & Mcaninch, Inc. for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Carson City

The principal office where Wealth Strategies By Bayliss & Mcaninch, Inc. performs its advisory services is located at 1830 College Parkway,, Carson City, NV 89706, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 775-883-9555 or by fax 775-883-3621. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.wealthstrategiesinc.net.


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