Michael Vassar
Michael Vassar is a CFP-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Cincinnati, OH, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
3805 Edwards Rd, Suite 610, Cincinnati, OH, 45209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns M Vass Properties, a single-family rental business, formed in 2019, dedicating minimal time. He is also a member/manager of Cretan Creamery, a startup ice cream business owned by his wife, dedicating minimal time.
Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Previous Registrations
Bartlett & CO. Wealth Management LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations28 states
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