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Andrew Sabel

Robert W. Baird & CO. Incorporated
8 Years of Experience
West Bend, WI
1 DisclosureBroker
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Andrew Sabel is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in West Bend, WI, with 8 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 241,359 clients with $390B in assets under management.

Robert W. Baird & CO. Incorporated
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2620 advisors
Number of Clients
241,359 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$394.1B

Fee Structure

Investment management only (planning not offered)

Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.

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Location

1700 Silverbrook Drive; Second Floor, West Bend, WI, 53095

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History

Regulatory History (1)
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Criminal
March 2010
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
November 2021 - Present · 4 yrs 11 mos
Robert W. Baird & CO. IncorporatedBroker
April 2019 - Present · 7 yrs 6 mos
Robert W. Baird & CO. Incorporated
April 2019 - Present · 7 yrs 6 mos
Previous Registrations
Wells Fargo Funds Distributor, LLCBroker
November 2017 - November 2018 · 1 yr
State Registrations24 states
ALARAZCOFLGAIAILINKSKYMIMNNCNMNVNYOHORSCTXVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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