Stephen Baird is a CFP-designated registered investment advisor at Jemma Financial Services, based in Baltimore, MD, with 18 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 348 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000. Multiple household accounts can be combined to receive a lower tiered schedule fee.
Fee Estimator
Location
810 Gleneagles Court, Suite 109, Baltimore, MD, 21286
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen is a Senior Vice President at Harborside Sales Group, LLC, providing sales and marketing of investment products, and also serves as President of Total Fund Solution, a Multiple Series Trust. He also holds positions at MECP2 Duplication Foundation, Jemma Financial Services, and Cromwell Investment Advisors, LLC.
Employment History
Current Registrations
Jemma Financial Services
Foreside Fund Services, LLCBroker
Previous Registrations
Quasar Distributors, LLCBroker
Eulav Securities LLCBroker
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
Atel Securities CorporationBroker
Investment Professionals, INC.Broker
State Registrations51 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.