This brochure describes wrap fee programs, meaning a single fee covers investment advisory services, trade execution, custody, and other brokerage services. Additional costs may apply. Minimum account sizes vary by service. Contact a PAM Consultant or call Baird for specific fee details.
1003 South Virginia Street, Hopkinsville, KY, 42240
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Abigail works as a bookkeeper for Horseshoe Restaurant, spending about 10% of her time on record keeping and deposits since 2016. She also works as a bookkeeper for Spirits Society of Hopkinsville, spending minimal time per month since 2023.