Baseline Wealth Advisors offers comprehensive financial planning and wealth management services. Financial planning includes investment advice, retirement planning, tax strategies, cash flow analysis, and estate planning. Clients can choose financial planning only, investment management only, or both. The firm uses a strategic allocation strategy aimed at value investing, but may also employ a tactical allocation strategy.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Baseline Wealth Advisors offers investment management services only for a fixed annual fee starting at $10,000. The fee may be adjusted based on the complexity of services, the investment strategy, the size of the account, and the overall client relationship. Fees are not negotiable.
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