Bauer Financial Services (BFS) offers portfolio management services, analyzing client needs and risk tolerance to grow wealth. BFS uses securities like stocks, mutual funds, and bonds. BFS analyzes a client's total portfolio to diversify among asset classes and avoid repeating investments. Clients can restrict investments to certain classes with written or verbal notification.
Assets Under Management$21M
Clients67
Advisors1
Avg. per Client$320K
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$50
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...