Frequently Asked Questions

What makes Great South Bay Advisors Different?

We are a multi-generational family-run business that offers fiduciary wealth management services. Unlike many firms, we are truly “full service” and offer the full suite of Investment Management and, Estate, Financial and Tax Planning services. As a family business backed by some of the largest organizations in the Financial Services industry, we offer a unique combination of personal relationships and tailored service alongside the resources, scale and capabilities of larger firms.

Are you Fiduciaries?

We act as fiduciaries across all of our client relationships. The fiduciary standard- a legal and ethical obligation that requires us to act in our clients’ best interest across all aspects of our relationship- is the highest standard of care and something we are proud to adhere to.

Why are you “fee-based” rather than “fee-only”?

The vast majority of our business is based around a flat percentage fee structure. However, we also have the flexibility to leverage other options if and when they are appropriate for a given client and situation. As fiduciaries, we are legally and ethically bound to do what is in our clients’ best interests and- in certain rare cases- the ability to offer the full range of fee structures enhances our ability to do so. While almost all of our relationships are “fee-only”, we have the flexibility to make use of other options when these options offer cost-savings or other benefits to our clients.

Who do you work with?

We work with individuals, families, business owners, retirees, and professionals who want thoughtful financial guidance and a long-term relationship with an advisor who understands their goals.