Kari Baer is a CFA, CFP-designated registered investment advisor at Fifth Third Wealth Advisors LLC, based in Tampa, FL, with 8 years of industry experience. Kari operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,333 clients with $6.1B 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 $5.0M | 1.00% |
| $5M+ | 0.60% |
Fee reductions based on breakpoints apply only to the portion of assets exceeding the relevant fee tier. FTWA may, at its discretion, aggregate assets across a Client household’s eligible accounts to qualify for breakpoint discounts. FTWA, at its sole discretion, may negotiate fees based upon certain criteria.
Fee Estimator
Location
400 N Ashley Dr., Suite 1900, Tampa, FL, 33602
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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 Activities
Kari owns a rental property since March 2018, dedicating minimal time to it due to a property manager. Kari is also Chairman of the Investment Committee of the Hillsborough Education Foundation, spending minimal time on this role, and the owner of OGNIR LLC, a children's book company, spending a few hours per week on it.
Employment History
Current Registrations
Fifth Third Wealth Advisors LLC
Previous Registrations
Reilly, Fisher & Solomon Investment Advisors, INC.
Reilly, Fisher & Solomon Investment Advisors, INC.
Reilly, Fisher & Solomon Investment Advisors, INC.
State Registrations3 states
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