Brock Stassi is a registered investment advisor at Baer Investment Advisory LLC, based in Tiburon, CA, with 3 years of industry experience. Brock operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 89 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The standard management fee is up to 2% annually (0.5% quarterly). Both management and performance fees are negotiable. Lower fees may be applied to certain account types for Qualified Clients.
Fee Estimator
Location
Tiburon, CA
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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
Brock is a baseball coach at William Jessup University and a hitting coach for the Philadelphia Phillies. He spends a few hours per week on these activities.
Employment History
Current Registrations
Baer Investment Advisory LLC
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.