Baer Wealth Management

Baer Wealth Management is a registered investment adviser based in Marietta, GA, established in 2000 as Baer-Dressler, LLC and later renamed Baer Wealth Management, LLC. The firm specializes in providing discretionary asset management services, alternative investments, and ERISA plan services. Baer Wealth Management acts as a fiduciary, committed to acting in the best interests of clients. The minimum portfolio value is typically set at $500,000, with exceptions possible. The firm charges annual investment advisory fees based on a tiered structure depending on assets under management. For portfolio management, fees range from 0.20% to 1.00% annually, billed quarterly in advance. Alternative investments may incur fees up to 2% annually. ERISA plan services fees are based on the market value of included assets, not exceeding 1.25% annually. The firm does not engage in performance-based fees and does not receive external compensation for the sale of securities. Baer Wealth Management emphasizes fundamental, technical, and cyclical analysis in its investment strategies, with a focus on long-term growth. Clients are encouraged to discuss risks associated with investments, such as management, interest-rate, market, inflation, currency, and liquidity risks. The firm's employees adhere to a Code of Ethics and do not recommend securities in which they have a financial interest. Clients' accounts are reviewed quarterly, and assets are held at qualified custodians. Baer Wealth Management requires discretionary authority to manage client accounts and does not vote proxies on securities. The firm does not have any bankruptcy petitions or financial conditions that may impair its ability to meet client commitments.