Baobab Wealth Management offers investment management and financial planning services. Investment management uses a tactical allocation strategy with exchange-listed securities, mutual funds, structured notes, and covered call options. Financial planning covers budgeting, retirement, Social Security, investments, personal finance, risk management, debt, taxes, estate planning, employee benefits, wealth transfer, and long-term care. Baobab Wealth tailors its services to individual client needs.
Assets Under Management$70M
Clients240
Advisors2
Avg. per Client$290K
Avg. per Advisor$35M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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