Chris Franz is a registered investment advisor at Bauer Wealth Management INC., based in Colorado Springs, CO, with 6 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 162 clients with $210M 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 | 1.25% |
| $10.0M - $30.0M | 1.00% |
| $30.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
This fee schedule is for Family Office Client Services. Concierge Wealth Management fees start at 1.5% on the first $1M, then 1.25% on the next $4M, then 1% on the next $5M, then 0.75% on amounts over $10M. Investment Management Only fees start at 1.25% on the first $1M, then 1% on the next $4M, then 0.75% on the next $5M, then 0.5% on amounts over $10M. Fees and minimums are negotiable.
Fee Estimator
Location
5755 Mark Dabling Blvd, Suite 245, Colorado Springs, CO, 80919
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chris is the Managing Director of the Pioneer Fund, a private equity fund, since 2016. He dedicates about half his time to sourcing, acquiring, and managing small manufacturing companies, as well as managing limited partner investments.
Employment History
Current Registrations
Bauer Wealth Management INC.
Previous Registrations
Advenire Wealth Management
State Registrations1 state
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