BNY Wealth Continues Managing Baxter Investment Fund
Baxter State Park Authority | State of MaineState · Millinocket, ME- Disclosed value
- .40% on the first $25,000,000; .25% on the next $25,000,000; .20% on the next $100,000,000, with a 15% discount applied to advisory fee tiers
- From report
- Document date
- May 30, 2025
The 30-second brief
Baxter State Park Authority continues its investment-management relationship with BNY Wealth, which has full investment authority for the Investment Fund. The advisory fee schedule ranges from 0.20% to 0.40% based on market value, with a 15% discount applied to the tiers.
Bny Wealth holds this financial services contract with Baxter State Park Authority | State of Maine.
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Contract details
- Contract type
- Financial Services
- Amount
- .40% on the first $25,000,000; .25% on the next $25,000,000; .20% on the next $100,000,000, with a 15% discount applied to advisory fee tiers
- Document date
- May 30, 2025
- Vendor
- Bny Wealth
- Source document
- Baxter State Park Authority Report Investment Review May 30 2025 (Report)
Bny Wealth's other public contracts
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Questions about this contract
Who was awarded the financial services contract by Baxter State Park Authority | State of Maine?
Bny Wealth was awarded this financial services contract by Baxter State Park Authority | State of Maine, as recorded on May 30, 2025. The contract value is .40% on the first $25,000,000; .25% on the next $25,000,000; .20% on the next $100,000,000, with a 15% discount applied to advisory fee tiers.
How much is the Bny Wealth contract with Baxter State Park Authority | State of Maine worth?
The Bny Wealth contract with Baxter State Park Authority | State of Maine is valued at .40% on the first $25,000,000; .25% on the next $25,000,000; .20% on the next $100,000,000, with a 15% discount applied to advisory fee tiers, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a report record.
Where was this contract approved?
This contract appears in Baxter State Park Authority Report Investment Review May 30 2025 (Report), dated May 30, 2025 from Baxter State Park Authority | State of Maine. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Bny Wealth hold?
Bny Wealth may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
What is Baxter State Park Authority | State of Maine currently buying?
Explore Baxter State Park Authority | State of Maine's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.