Baron Financial Advisors offers financial planning services to help clients evaluate their financial situation, goals, and risk tolerance. Baron Financial Advisors may also recommend third-party investment advisors to manage client assets. Baron Financial Advisors monitors the third-party advisor's performance and acts as the client's primary financial advisor.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Baron Financial Advisors recommends third-party investment advisors and charges a fee based on a percentage of the assets managed by the third-party advisor. The annual fee ranges from 0.25% to 0.99%. This fee is separate from the fees charged by the third-party advisor.
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