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Home > Retirement Planners > georgia > marietta > BAER WEALTH MANAGEMENT
BAER WEALTH MANAGEMENT
101 Village Parkway
Building 1, Suite 200
Marietta, Georgia 30067
Tel: 770-984-2312
About BAER WEALTH MANAGEMENT
BAER WEALTH MANAGEMENT, formally registered with the SEC as BAER WEALTH MANAGEMENT. The firm was established in 05/08/2020. They have over 1 offices throughout the country.
BAER WEALTH MANAGEMENT is a Marietta, Georgia based Financial Planning firm with nearly $249,725,000 assets under management, offering retirement planning & investment advisory services to 639 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150555 |
| SEC# | 801-118667 |
| Assets Managed by Firm | $249,725,000 |
| No. of Clients | 639 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 639 | $249,725,000 |
| Individuals (other than high net worth individuals) | 136 | $34,954,000 |
| High net worth individuals | 147 | $182,412,000 |
| Pension and profit sharing plans | 14 | $27,159,000 |
| Charitable organizations | 2 | $657,000 |
| Corporations or other businesses | 6 | $4,543,000 |
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