Bauman Wealth Advisors offers personalized investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. They also work with Gradient Investments and Flexible Plan Investments as a co-advisor.
Fee Structure
Bauman Wealth Advisors offers investment management services based on a percentage of your portfolio.
For direct asset management, the annual fee is 2% of your portfolio. This fee may be negotiable based on factors like your relationship with the firm, the type and amount of assets, and anticipated future earnings.
Bauman Wealth Advisors also works with Gradient Investments as a co-advisor. In this arrangement, the total annual fee is 1.50% of your portfolio for strategic, tactical, allocation, and defined outcome portfolios, and 1.00% for preservation portfolios. For client-directed accounts, there is a flat fee of $300 per year. Bauman Wealth Advisors receives a portion of these fees.