Tracy Raz
Tracy Raz is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Williamsburg, MI, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
Williamsburg, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tracy is a real estate agent with Bayside Real Estate and owns Raz Business Services, LLC, providing business services like cleaning and bookkeeping, dedicating a few hours per week. Tracy also owns multiple rental properties, spending minimal time on the Panama condo and varying hours on the other properties.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations4 states
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