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Bartley Gravelle

Robert W. Baird & CO. Incorporated
43 Years of Experience
Ann Arbor, MI
1 DisclosureBroker
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Bartley Gravelle is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Ann Arbor, MI, with 43 years of industry experience. Bartley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

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Location

2950 S State St Suite 401, Ann Arbor, MI, 48104

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 1997
Settled
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Other Business Activities

Bartley is the owner/operator of Full Moon Farms, a farm/agricultural business, dedicating a few hours per week. He also serves as a co-successor trustee for a relative's trust, spending minimal time on these duties.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2019 - Present · 7 yrs
Robert W. Baird & CO. Incorporated
October 2019 - Present · 7 yrs
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 7 yrs
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
January 2012 - October 2019 · 7 yrs 9 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
November 1997 - October 2019 · 21 yrs 11 mos
First of Michigan CorporationBroker
March 1990 - November 1997 · 7 yrs 8 mos
Smith, Hague & CO., IncorporatedBroker
July 1988 - March 1990 · 1 yr 8 mos
First Heritage CorporationBroker
August 1983 - July 1988 · 4 yrs 11 mos
State Registrations40 states
AKALARAZCACOFLGAIDILINKSKYMAMDMEMIMNMOMSNCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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