RB
CFP
RB
CFP

Roger Irvin Bair

26 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
856 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$930.0M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.70%
$5.0M - $25.0M0.50%
$25M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
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Contact

RB
Roger Irvin Bair

Location

11019 Mccormick Road, Suite 200, Hunt Valley, MD, 21031

Get directions

History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Financial Consulate
April 2011 - Present · 14 yrs 10 mos
Previous Registrations
Psa Financial Advisors INC
October 1996 - May 2008 · 11 yrs 7 mos
State Registrations3 states
MDPATX
Advisor
Exams
No exam information available for this advisor.
RB
Contact
Roger Irvin Bair