Brenda Baier is a CFP-designated registered investment advisor at Fiduciary Financial Advisors, based in Westfield, IN, with 23 years of industry experience. Brenda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 2,183 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.55% |
| $50.0M - $150.0M | 0.35% |
| $150M+ | 0.15% |
Fees are negotiable. Maximum annual fee rate is 0.95%.
Fee Estimator
Location
Westfield, IN
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Fiduciary Financial Advisors
Previous Registrations
Shoreline Wealth Advisors
Market Street Wealth Management Advisors, LLC
Hufford Advisors, LLC
Hufford Financial Advisors, LLC
State Registrations1 state
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
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