James
Baer
Osborne Partners
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About this Advisor
James Baer is a financial advisor based in San Francisco, California, working with Osborne Partners. James has previously held a position at Osborne Partners Capital Management, LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Pennsylvania, and Texas. Currently, James is part of Osborne Partners, which operates out of San Francisco, California. The firm has 2 offices and 20 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Osborne Partners includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osborne Partners Brokerage Details
$2,169,812,155
20
1,889
$1,148,657
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
James Baer Work History
Osborne Partners Capital Management, LLC
Disclosures
Please visit the SEC profile of James Baer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osborne Partners
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Menlo Park, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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