Robert W. Baird & CO. Incorporated
Baird offers various investment advisory programs, including discretionary, non-discretionary, separately managed accounts (SMA), and unified managed account (UMA) programs. These programs provide investment advice, consulting, and portfolio management services. Clients work with a Baird Financial Advisor to determine the most suitable program based on their financial goals and circumstances. Baird also acts as a broker-dealer, providing trade execution, custody, and other brokerage services for a single fee.
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
