Julia Wachler

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.