Emily Chludzinski is a CFP-designated registered investment advisor at Baron Wealth Management, LLC, based in Troy, MI, with 11 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 145 clients with $850M in assets under management.
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Fee Structure
Baron Wealth Management does not charge investment management fees based on a percentage of your portfolio. Instead, investment management is bundled into comprehensive wealth management services, which are billed as an annual retainer ranging from $5,000 to $120,000 per year (with a minimum annual fee of $90,000 for clients whose net worth exceeds $50 million). Invoices for this annual retainer are billed semi-annually in advance. If you use independent money managers through Charles Schwab or Fidelity platforms, those managers charge separate fees that are in addition to what you pay Baron Wealth Management.
Location
1441 W. Long Lake Road, Suite 240, Troy, MI, 48098
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Baron Wealth Management, LLC
Previous Registrations
Plante Moran Financial Advisors
State Registrations1 state
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.
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