Kenneth Baer
Kenneth Baer is a registered investment advisor at Baer Wealth Management, based in Marietta, GA, with 16 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 266 clients with $290M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
The annual fee may be negotiable. There will be a minimum annual fee of $5,000 or 3%, whichever is lower.
Fee Estimator
Location
101 Village Parkway, Building 1, Suite 200, Marietta, GA, 30067
Get directionsHistory
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
Kenneth is an insurance agent with Baer Wealth Management since 2002, dedicating about half of his time to client interaction, marketing, and product recommendations. Kenneth is also a partner/investor in Kevmarken LLC DBA Instead of Flowers, a gourmet food delivery service, spending a few hours per week as an investor/director.
Employment History
Current Registrations
Baer Wealth Management
Previous Registrations
1717 Capital Management Company
State Registrations1 state
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