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- Custodian
- Ascensus · Charles Schwab & Company · Reliance Trust Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-18-2009
- Office Locations
- 1
Office Locations
About Baer Wealth Management
Baer Wealth Management is a Marietta (East Cobb), GA RIA providing personalized financial planning and “personal CFO” style wealth management, with a stated focus on business owners. The team supports entrepreneurs and retirees with portfolio construction, retirement planning, insurance, and estate/charitable planning. Portfolios emphasize asset allocation using ETFs and public funds alongside fixed income. Custody includes Charles Schwab, and the firm uses Advyzon.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
MOLLY E. BAER
Managing Member, President
- CRD
- --
- Ownership
- 75% or more
KENNETH JAMES BAER
Chief Compliance Officer
- CRD
- #4808528
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Lisa Kay Helin
--
- CRD
- #7898852
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $334,729,000 | $533,008 |
| Non-Discretionary | $0 | -- |
| Total | $334,729,000 | $533,008 |
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Separately Managed Accounts
Total SMA Asset: $334,729,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,172,795,223 | 25.0% |
| Equity - Exchange | $825,647,837 | 17.6% |
| U.S. Government/Agency | $586,397,611 | 12.5% |
| Cash | $1,168,104,042 | 24.9% |
| Equity - OTC | $938,236,177 | 20.0% |
| Total | $4,691,180,890 | 100.0% |