Financial solutions that provide peace of mind
Whether you seek benefits for yourself or your employees, insurance for unexpected events, or guidance on investments or financial planning, we are here for you. With our multiple compensation models, you can be assured that we are always working with your best interests in mind – not those of a large corporation.
Benefits of the fee-based model
Unlike advisors who are beholden to their employer, our independent advisors have access to a broad selection of products.
Our compensation is based on the complexity of a client’s financial situation, and the scope of services provided. We offer several different options depending on the nature of the engagement:
- Hourly fee
- Set fee for a specific engagement
- Annual retainer fee
- Fee based on the percentage of assets under management
- And in some cases, embedded compensation
Not sure which option is best suited to your scenario? Give us a call or get in touch with us any time. We would be more than happy to discuss the options available to you based on your financial situation.
Connect with a G.R. Baird Financial Advisor >