Louis Baviello
Louis Baviello is a registered investment advisor at Baviello Investment Management, LLC, based in Baltimore, MD, with 14 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $16M 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 $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Location
Baltimore, MD
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 Activities
Louis is the Managing Member of Baviello & Co., which publishes the Baviello Bulletin, a financial publication. He drafts and issues investment research reports, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Baviello Investment Management, LLC
Previous Registrations
Great Valley Advisor Group, INC.
LPL Financial LLCBroker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Maple Avenue Capital, LLC
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.