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Macie House

Robert W. Baird & CO. Incorporated
30 Years of Experience
Lake Oswego, OR
1 DisclosureBroker
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Macie House is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Lake Oswego, OR, with 30 years of industry experience. Macie 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

5400 Meadows Rd, Ste 300, Lake Oswego, OR, 97035

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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.
Employment Separation After Allegations
February 2015
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Other Business Activities

Macie and her husband own a rental home purchased in 1994. She spends minimal time on this activity.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
August 2017 - Present · 9 yrs 2 mos
Robert W. Baird & CO. IncorporatedBroker
August 2017 - Present · 9 yrs 2 mos
Robert W. Baird & CO. Incorporated
August 2017 - Present · 9 yrs 2 mos
Previous Registrations
Northwest Capital Management INC.
September 2015 - April 2017 · 1 yr 7 mos
Pacific Crest Securities LLCBroker
December 1994 - March 2015 · 20 yrs 3 mos
State Registrations2 states
ORUT
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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