Our fee is competitive and transparent. It is based only on the assets for which we provide oversight and is drawn quarterly from an account you specify - although some clients choose to pay us directly. We do not charge any extra brokerage commissions or receive any insurance commissions.
Since we do not need to sell a product or investment service to earn our fee, we are agnostic as to investment choices and custody location. We designed it this way to align our incentive with your objectives and allow us to provide you with completely independent and objective advice acting always with your best interests in mind.
Please contact us for a fee estimate based on your unique circumstances.
There is no need to disrupt any existing relationship with your legal and tax professionals, banker, investment advisors or insurance agents. Instead, we work to pull all of your advisors together into a team, which can become your virtual family office. If there is a gap in the services that you need to get to where you want to go, we have an extensive network of third party experts that we can bring to the table.
We will coordinate the team to make sure that all of your advisors are on the same page and that they have the information they need to provide their best advice. Our focus is to ensure that your team is responsive to your needs and that strategies to improve returns, reduce risk, cost and tax impact are moved forward and efficiently implemented in a timely manner.
For most people, the costs and management requirements of a fully staffed family office are impractical. Instead, we pull your professional advisors into a team. We will coordinate the team to make sure that all of your advisors are on the same page and that they have the information they need to provide their best advice.
The team becomes your virtual family office, where you and your family can go to seek advice and direction before making any decision that may have financial, tax or legal consequences. You will meet with us regularly, and the entire team, as needed, in-person or via conference call.
Our clients tell us that it’s not our timely insights, investment and tax expertise, experiences, education or credentials that make us the right place for them. To our clients, having those things was a given or they wouldn’t have considered us in the first place. The Baird Generational Wealth Group is the right place for them because we listen, work to develop deep relationships, care about their success and most importantly, are extremely responsive.