Baugh & Associates is a registered investment advisor that manages investment portfolios and provides comprehensive financial planning consultations. Founded in 2004 as the successor to a firm established in 1976, the firm works closely with individuals, families, corporations, and other entities to develop customized investment strategies aligned with each client's specific goals, risk tolerance, and time horizon. Portfolios are typically built using a conservative approach, investing primarily in high-quality large-cap stocks, corporate bonds, and structured notes, alongside cash equivalents and mutual funds or exchange-traded funds when appropriate. In addition to managing investments, Baugh & Associates offers advice on financial planning matters such as tax strategies, retirement planning, education funding, estate planning, and the management of closely-held businesses. The firm operates on a fee-only basis, charging fees based on a percentage of the assets under management, and does not accept commissions for selling financial products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.00% |
| $300K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable based on factors such as historical relationships, asset types, and account size.