Robert W. Baird & CO. Incorporated
Assets Under Management
$342.1B
Number of Clients
228,442
Number of Advisors
2462
Average Client AUM
$1.5M
AUM per Advisor
$139.0M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Baird Private Asset Management (PAM) offers investment advisory programs and services, including consulting, discretionary, non-discretionary, and separately managed account (SMA) services. PAM provides investment advice, performance reporting, and portfolio management. Services are offered under a wrap fee arrangement, including trade execution and custody. PAM clients work with a consultant to determine appropriate services based on their financial goals.
Fee Structure
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.
Areas of Practice
Location
777 E. Wisconsin Avenue, Milwaukee, WI, 53202-5391
