Baer Investment Advisory (BIA) provides ongoing portfolio management services to clients based on their individual financial goals, risk tolerance, and time horizon. BIA creates an Investment Policy Statement for each client to outline their current situation and constructs a plan to select a suitable portfolio. BIA primarily recommends equities, fixed income, and related derivatives, but may use other securities to diversify portfolios. BIA does not participate in wrap fee programs.
Assets Under Management$130M
Clients89
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$1.1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The standard management fee is up to 2% annually (0.5% quarterly). Both management and performance fees are negotiable. Lower fees may be applied to certain account types for Qualified Clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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