Robert W. Baird & CO. Incorporated
Robert W. Baird & Co. Incorporated provides a wide array of investment advisory programs through its Private Wealth Management department. The firm offers discretionary programs where Baird or affiliated and third-party investment managers make trading decisions on behalf of clients, as well as non-discretionary programs where clients retain final authority over portfolio decisions. Services include separately managed accounts, unified managed accounts, model portfolios, and asset allocation strategies. Robert W. Baird & Co. caters to individual investors seeking comprehensive portfolio management, tax-managed solutions, and specialized investment strategies, backed by ongoing research and personalized guidance from financial advisors.
Fee Structure
Robert W. Baird & Co. charges an ongoing annual fee for portfolio management, which is bundled with trade execution and custody services as part of a wrap fee program. The specific fee amount depends on the chosen program, strategy, and the size of your portfolio, and is generally calculated as a percentage of the assets they manage for you. Additional costs may apply if managers execute trades away from Baird or if you utilize specialized overlay services.
