Gregory Smith is a registered investment advisor at Baer Investment Advisory LLC, based in Tiburon, CA, with 3 years of industry experience. Gregory 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
Tiburon, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Baer Investment Advisory LLC
State Registrations2 states
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