Celia Baehr is a CFP-designated registered investment advisor at Celia Mann Baehr, CFP, based in Mobile, AL, with 43 years of industry experience. Celia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 38 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable and may be lower than the standard fee shown. Consulting services are included in these fees with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Location
2866 Dauphin Street, Suite R, Mobile, AL, 36606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Celia owns a rental real estate property since 2011, dedicating minimal time to it. She also serves as President and CEO of Mobile Symphony, a non-profit organization, dedicating about half of her time.
Employment History
Current Registrations
Celia Mann Baehr, CFP
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
A. G. Edwards & Sons, INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations1 state
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