Baron Financial Group offers investment management and financial planning services. Investment management involves creating and managing portfolios based on a client's individual needs and goals. Financial planning is included as an added benefit to investment advisory services and covers areas like personal finances, taxes, investments, insurance, retirement, estate planning, college planning, healthcare, and Social Security. Baron Financial Group also publishes a quarterly newsletter with general financial information.
Assets Under Management$340M
Clients334
Advisors3
Avg. per Client$1M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Discounts may be offered to family members and friends of associated persons of the firm and charitable organizations. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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