DB
CFA
DB
CFA
Darel Baer
32 Years of Experience
Yuba City, CA
1 Disclosure
Darel Baer is a CFA-designated registered investment advisor at Baer Investment Advisory LLC, based in Yuba City, CA, with 32 years of industry experience. Darel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 89 clients with $130M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
89 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$126.7M
Fee Structure
Minimum Investment:$1.1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The standard management fee is up to 2% annually (0.5% quarterly). Both management and performance fees are negotiable. Lower fees may be applied to certain account types for Qualified Clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Yuba City, CA
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Regulatory History (1)
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Regulatory
October 2013Final
Employment History
Current Registrations
Baer Investment Advisory LLC
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
Bosc, INC.Broker
July 2002 - September 2006 · 4 yrs 2 mos
Greenwich Capital Markets, INC.Broker
July 1996 - January 2002 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1985 - June 1996 · 10 yrs 9 mos
State Registrations2 states
CANY
Advisor
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.