Baker Tilly Wealth Management provides investment consulting and portfolio management services to individuals, families, and businesses. Investment consulting includes cash flow management, retirement planning, and estate planning. Portfolio management is tailored to individual goals and risk tolerance. Baker Tilly may recommend third-party managers or investments in affiliated products.
Assets Under Management$4.6B
Clients601
Advisors27
Avg. per Client$7.7M
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable. Certain clients may receive portfolio management services under a different fee schedule that will transition over time to the standard fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
27 Advisors at this firm
Page 1 of 2