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Baer Wealth Management

EST. AUM
$294,329,000

CONTACTS
1

CLIENT ACCOUNTS
657

Firm Details

Metro area Atlanta
CRD Number 150555
Website baerwealth.com
Client types

Overview

The firm is an Independent Registered Investment Advisor. It acts exclusively in partnership with high net worth and corporate clients. It is in a position to do that and prides itself on strong personal interaction with its clients and dedication to their needs. Independence is key to offering investment advice based on what’s best for its clients. The firm charges a fee based on a percentage of total assets managed. This approach is simple and easy to understand, helping to avoid surprises. It also gives the firm an incentive to grow client assets - when clients succeed, the firm succeeds.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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