Larry Baugh is a CFA-designated registered investment advisor at Baugh & Associates, LLC, based in Atlanta, GA, with 8 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 172 clients with $260M 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 $300K | 1.00% |
| $300K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
6065 Roswell Rd, Suite 980, Atlanta, GA, 30328
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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 →Other Business ActivitiesSells Insurance
Larry is the trustee of two life insurance trusts, spending minimal time on this activity annually. He also serves as a director and corporate secretary for Pugmire Lincoln, Inc., an auto dealership, and co-trustee of a trust owning commercial real estate, dedicating minimal time to each.
Employment History
Current Registrations
Baugh & Associates, LLC
State Registrations1 state
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