Baer Wealth Management (BWM) provides ongoing asset management services to clients by determining their individual investment goals, time horizons, objectives, and risk tolerance. BWM also offers investment advice and due diligence on privately issued securities to accredited investors. BWM also provides services to qualified retirement plans, acting as either a limited scope or discretionary advisor.
Assets Under Management$290M
Clients266
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.20% |
The annual fee may be negotiable. There will be a minimum annual fee of $5,000 or 3%, whichever is lower.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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