Baseline Investments offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment policy statement for each client. Baseline also provides financial planning services, including investment planning, tax concerns, retirement planning, college planning, and debt/credit planning. Baseline generally limits its investment advice to equities and ETFs.
Assets Under Management$7M
Clients78
Advisors1
Avg. per Client$90K
Avg. per Advisor$7M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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