Baer Wealth Information

Our firm is an Independent Registered Investment Advisor. We act exclusively in partnership with high net worth and corporate clients. We are in a position to do that and pride ourselves on strong personal interaction with our clients and dedication to their needs. Independence is key to offering investment advice based on what’s best for our clients. We charge a fee based on a percentage of total assets managed. It’s simple and easy to understand, helping to avoid surprises. It also gives us an incentive to grow your assets - when you succeed, we succeed.

Website	http://www.baerwealth.com
Revenue	$3 million
Employees	3 (2 on RocketReach)
Founded	2009
Address	101 Village Pkwy Building 1, Suite 200, Marietta, Georgia 30067, US
Phone	+1 770-984-2312
Fax	(770) 984-3770
Technologies	JavaScript , HTML , Twitter +14 more (view full list)
Industry	Financial Services, Finance General, Finance
Keywords	Registered Investment Advisor, Wealth Management, Independent Advisor, Investment Advisory, Financial Services, Financial Planning, Financial Advisor, Financial Consulting, Portfolio Management, Investment Management, Investment Strategies, Asset Management, High Net Worth, Retirement Planning, Wealth Preservation, Risk Management, Corporate Clients, Tax Planning, Estate Planning, Personal Finance
Competitors	J.P. Morgan, Fidelity Investments, Vanguard, Schwab Advisor Services, Merrill Lynch, Edward Jones, Financial Services Company, Raymond James, T. Rowe Price, Wealthfront +41 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies