Baron Wealth Management provides wealth management and consultation services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, other investment professionals, and business entities. Wealth management includes financial planning and investment management. Consultation services are hourly or project-based. Baron Wealth Management is compensated through annual retainers, hourly fees, and project-based fees.
Fee Structure
Baron Wealth Management offers wealth management services that include financial planning and investment management. These services are provided via an annual retainer, not a percentage of your portfolio. The annual fee ranges from $5,000 to $120,000, depending on your net worth, and the scope and complexity of the services. If your net worth exceeds $50 million, the minimum annual fee is $90,000.