Baseline Wealth Management provides investment supervisory services to international high net worth clients. Baseline offers continuous advice concerning the investment of assets, tailored to each client's circumstances, preferences, and objectives. Services are provided on both a discretionary and non-discretionary basis. Baseline provides an investment letter to clients on a regular basis, providing views of various securities markets and asset classes.
Assets Under Management$850M
Clients245
AdvisorsN/A
Avg. per Client$3.5M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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