Robert Baer is a registered investment advisor at Baer Investment Advisory LLC, based in Tiburon, CA, with 25 years of industry experience. Robert 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.
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
Baer Investment Advisory LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
Sal. Oppenheim JR. & Cie. Securities INC.Broker
Deutsche Bank Securities INC.Broker
State Registrations2 states
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.