Baroldi Wood Mance Financial Advisors provides investment advice to individuals, trusts, pension plans, and businesses. As a legally required fiduciary, the firm aims to understand clients' financial goals, risk tolerance, and time horizons. Services include creating and managing portfolios of stocks, bonds, exchange traded funds, and other investments tailored to client needs. The firm monitors and rebalances portfolios regularly.
Assets Under Management$69M
Clients272
Advisors2
Avg. per Client$250K
Avg. per Advisor$35M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
The maximum annual fee charged for asset management services will not exceed 1.20%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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