Baker Tilly Wealth Management, LLC
Assets Under Management
$4.4B
Number of Clients
771
Number of Advisors
27
Average Client AUM
$5.7M
AUM per Advisor
$163.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
BT Wealth Management offers investment consulting, private wealth portfolio management, retirement plan consulting, and services to government entities. They create investment policy statements and manage assets through various investment vehicles and third-party managers. Clients are responsible for notifying the firm of any changes to their objectives or financial condition.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable and may be reduced or waived for principals and employees of the parent company, as well as family and friends of the firm.
Fee Estimator
Investment Consulting fees are based on the size and complexity of the assets under review and can be charged as a fixed fee, hourly rate ($250-$725/hour), or as a percentage of assets under advisement. Portfolio Management fees are calculated as a percentage of assets under management. Fees are negotiable and may be reduced or waived for principals and employees of the parent company, as well as family and friends of the firm. Third-party manager fees are charged in addition to BT Wealth Management's fee. The firm can amend its fee schedule with 30 days' notice.
Areas of Practice
Location
4807 Innovate Lane, Madison, WI, 53718