Baring Financial offers ongoing investment management services, creating customized portfolios using mutual funds, ETFs, individual stocks, and fixed income. They work with clients to set financial goals and update them as needed. Baring Financial recommends a brokerage/custodial platform, typically Charles Schwab, and provides periodic financial reports. Tax preparation is offered through an affiliated firm, Logan Danson, LLC, under a separate agreement.
Assets Under Management$210M
Clients483
Advisors2
Avg. per Client$440K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Maximum annual fee is 1.3%, but clients using Charles Schwab pay no more than 1.2%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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