Louise
Model

Bailard, Inc

CRD#1219614
Investment Advisor
in San Mateo, CA

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About this Advisor

Louise Model is a financial advisor working out of San Mateo, California who has 3 years of relevant experience. Model works at Bailard, Inc. Model has gained experience at Bailard Inc, Na and Bailard, Inc. Model maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in California. Bailard, Inc is a financial advisory company operating out of San Mateo, CA. The company has a total of 62 advisors. It administers $6 billion in total assets between its 2,268 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 2,268 client accounts, 72% are held by high-net-worth investors who have at least $1 million in assets available to invest. Bailard, Inc has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, publication of newsletters and educational seminars. Financial management fee schedules usually depend on which services are provided. However, fee types charged by Bailard, Inc most likely include asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

950 Tower Ln Ste 1900
San Mateo, CA 94404-2131

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Bailard, Inc Brokerage Details

Total Assets Under Management

$5,504,752,654

CA Average: $7,578,581,321
Total Number of Employees

62

CA Average: 43
Total Number of Accounts

2,268

CA Average: 3,727
Average Account Size

$2,427,140

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Louise Model Work History

Louise has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

Bailard, Inc

2017 - 2021 (4 years)

Bailard Inc

2009 - 2017 (8 years)

Na

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Louise Model 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 Bailard, Inc

Osman Akgun
San Mateo, CA
Annalise Durante
Vail, CO
Bradley Larson
San Mateo, CA
Linda Beck
San Mateo, CA
Benjamin Lathrop
San Mateo, CA
Noah Holmes
San Mateo, CA
Adam Gerken
San Mateo, CA
Austin Lastinger
San Mateo, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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