Celia Mann Baehr, CFP® offers investment advice and manages investment portfolios for individuals and small businesses. This includes reviewing investment goals, recommending asset allocation strategies, and preparing written investment strategies. Celia Mann Baehr, CFP® also provides financial planning consulting services, such as risk assessment, investment planning, estate planning, and retirement planning. Investment advice is tailored to each client's needs.
Assets Under Management$45M
Clients38
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable and may be lower than the standard fee shown. Consulting services are included in these fees with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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