Julia Wachler is a registered investment advisor at Baron Wealth Management, LLC, based in Troy, MI, with 2 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 141 clients with $700M in assets under management.
Compensation
Firm Size
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Average Client Portfolio
Assets Under Management
Fee Structure
Baron Wealth Management offers wealth management services that include financial planning and investment management. These services are provided via an annual retainer, not a percentage of your portfolio. The annual fee ranges from $5,000 to $120,000, depending on your net worth, and the scope and complexity of the services. If your net worth exceeds $50 million, the minimum annual fee is $90,000.
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
State Registrations1 state
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