George
Bawcum
Baker Tilly Wealth Management, LLC
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About this Advisor
George Bawcum is a financial advisor based in Indianapolis, Indiana, working with Baker Tilly Wealth Management, LLC. George has previously held positions at Umbaugh Cash Advisory Services, LLC, Baker Tilly Advisory Group, Lp, Baker Tilly Investment Services, Baker Tilly Municipal Advisors, and Baker Tilly Wealth Management, LLC. George has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, George is part of Baker Tilly Wealth Management, LLC, which operates out of Indianapolis, Indiana. The firm has 14 offices and 37 employees. The firm manages assets totaling $4.8 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 institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Baker Tilly Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Baker Tilly Wealth Management, LLC Brokerage Details
$4,800,233,228
37
3,569
$1,344,980
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
George Bawcum Work History
Baker Tilly Wealth Management, LLC
Baker Tilly Advisory Group, Lp
Baker Tilly Municipal Advisors
Baker Tilly Investment Services
Umbaugh Cash Advisory Services, LLC
Disclosures
Please visit the SEC profile of George Bawcum to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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