Baughman Wealth Advisors, operating as Baughman Financial Group, provides investment advice and financial planning services. These include portfolio management, retirement planning, estate planning, and insurance planning. Baughman uses stocks, bonds, mutual funds, and ETFs to build customized portfolios. The firm primarily serves high-net-worth individuals, families, trusts, estates, and foundations.
Fee Structure
Baughman Wealth Advisors charges an annual fee between 1% and 1.5% of your invested assets, billed quarterly in advance. The specific fee is outlined in your Investment Advisory Agreement. The minimum initial investment is $500,000, but this may be negotiable. The fee covers ongoing management, asset selection, and regular reviews. Additional fees may apply for certain custodial services and securities transactions.