Joseph Baer is a registered investment advisor at Successful Portfolios LLC, based in Clearwater, FL, with 14 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 191 clients with $240M 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 | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable depending on account size, strategy, and complexity. Qualified investors may negotiate a performance fee compensation arrangement.
Fee Estimator
Location
611 Druid Road East, Suite 407, Clearwater, FL, 33756
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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
Successful Portfolios LLC
State Registrations1 state
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