Baron Financial Management is an independent registered investment advisor founded in 1997 and owned by Jerrold Trub. The firm specializes in actively managing individual client portfolios with a strong focus on equities and options strategies, specifically purchasing stocks, writing covered calls, and for higher-risk clients, writing uncovered puts. Alongside investment management, Baron Financial Management offers general financial planning and consulting services. Client assets are held by an independent custodian, and all accounts are managed with the authority to make trades without asking first.
Assets Under Management$760K
Clients9
Advisors1
Avg. per Client$84K
Avg. per Advisor$760K
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Billed quarterly at a rate of 1.5% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...