The firm also serves a wide range of institutional clients. The firm is headquartered in Milwaukee, although it has branches throughout the U. Incorporated, a financial services company. However, its client base extends beyond individual investors. The firm also serves businesses, estates, trusts, charitable organizations, colleges, hospitals, government entities, registered investment companies, banks, pension plans, profit-sharing plansinsurance Bard and pooled investment vehicles.

Baird Private Wealth Baidd has extremely varied minimum investment requirements for its extensive service offerings. Considering the size of Baird Private Wealth Management, it should come as no surprise that its service offerings are extensive. The firm offers the following:. In an effort to cater to each of its clients, Baird Private Wealth Management utilizes a questionnaire-based method to create Compsny investment plans.

Each of these strategies Robert Baird And Company Robedt on certain investment types, listed below:. Robert Baird And Company Wealth Management has a unique fee schedule for each of its programs, portfolio models and other services. New asset management clients will adhere to Baird's "Unified Advice Fee Arrangement" for either its base asset management or consulting services. Some clients will pay a portfolio fee as well.

Note that the firm does not abide by this structure for some of its services, as it reserves the right to institute both hourly fees and fixed fees in certain situations. Fixed fees are paid either fully or in parts, and hourly fees may call for a retainer. Baird and some of its advisors may earn additional compensation from nAd sale of particular securities and insurance policies. El Mirage Water Company could create a potential conflict of Green Mountain Stove Company. To further mitigate any potential conflicts of interest, Baird will also allow clients to make purchases through brokers that Bard not affiliated with the firm.

Baird Private Wealth Management has nine disclosures in its past. In that instance, Robert W. On its website, Baird Private Wealth Management offers a financial advisor and branch office locator.

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Everything I read about Baird before joining has been true so far. The culture is fantastic and breathes this entrepreneur-type spirit. I've never worked for a company that cares more about it's people. Management is great at giving people opportunities outside of their day job and provides tons of developmental support.5/5(217)…