Baugh & Associates is a fee-only financial planning and investment management firm. They manage investments and provide financial advice through consultations. They help clients with financial objectives, problem identification, cash flow, tax planning, investment management, retirement, education, estate planning, and insurance reviews. Baugh & Associates manages assets based on the client's goals, risk tolerance, and time horizon.
Assets Under Management$260M
Clients172
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.00% |
| $300K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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