Bauer Heitzmann offers investment advice and financial planning to individuals, high-net-worth families, trusts, estates, small businesses, and charitable organizations. They tailor their services to each client's unique situation, considering their risk profile, investment objectives, and life goals. Services include family office services, concierge wealth management, and investment management. They may recommend public equities, fixed income, private equity, real estate, and other securities. Bauer Heitzmann acts as a fiduciary, committed to acting in the client's best interest and disclosing any conflicts of interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10.0M - $30.0M | 1.00% |
| $30.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
This fee schedule is for Family Office Client Services. Concierge Wealth Management fees start at 1.5% on the first $1M, then 1.25% on the next $4M, then 1% on the next $5M, then 0.75% on amounts over $10M. Investment Management Only fees start at 1.25% on the first $1M, then 1% on the next $4M, then 0.75% on the next $5M, then 0.5% on amounts over $10M. Fees and minimums are negotiable.