Lisa Helin
Lisa Helin is a CFP-designated registered investment advisor at Baer Wealth Management, based in Marietta, GA, with 1 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 266 clients with $290M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
The annual fee may be negotiable. There will be a minimum annual fee of $5,000 or 3%, whichever is lower.
Fee Estimator
Location
101 Village Parkway, Building 1, Suite 200, Marietta, GA, 30067
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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 →Employment History
Current Registrations
Baer Wealth Management
State Registrations2 states
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