Baer Wealth Management

CRD#150555
Investment Advisor Firm

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Learn more about Baer Wealth Management

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Baer Wealth Management is an advisory firm that has its headquarters in Marietta, Georgia. It manages $236.2 million in assets under management over 622 accounts, making it a mid-tier financial advisory firm in the United States by assets under management (AUM). The firm has a small group, including 4 financial advisors. Baer Wealth Management is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets such as options, equities and bonds.

    Baer Wealth Management oversees all of the firm's accounts in a discretionary manner. Discretionary management signifies that buy and sell decisions for the client's account are made by a portfolio manager without requiring client permission. The firm manages an average of $379,822 in assets for each customer account. The typical financial advisor at Baer Wealth Management manages around 156 client accounts.

    The company's headquarters is at 101 Village Parkway, Marietta, Georgia 30067. It is allowed to provide services to customers across a number of states, including Florida and Georgia.

    Assets Under Management

    $236.2 million

    Number of Advisors

    4

    Disclosures

    No

    Office Location

    101 Village Parkway
    Marietta, GA 30067

    Baer Wealth Management by the Numbers

    Total Assets Under Management

    $236.2 million

    National Average: $8.6 billion
    Total Number of Employees

    4

    National Average: 64
    Total Number of Accounts

    622

    National Average: 375,227
    Average Account Size

    $379.8 thousand

    National Average: $23.0 thousand
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    Fee Structure

    Financial advisory fees typically vary depending on which services are provided. However, fees charged by the firm likely consist of any combination of the following fee structures: asset-based or commission-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Baer Wealth Management.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 1% of firms

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm works with a broad range of customers. The firm provides services to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 622 customers, Baer Wealth Management's biggest client type by number of accounts is high net worth investors, though it also manages money for 174 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 54.38%
    • Other Individuals - 38.44%
    • Corporations - 6.56%
    • Charitable Organizations - 0.62%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Baer Wealth Management does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Baer Wealth Management

    Kevin Wilensky
    Marietta, GA
    Mark Beal
    Marietta, GA
    William Baer
    Marietta, GA
    Kenneth Baer
    Marietta, GA

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