Baseline Wealth Advisors
Strategic Wealth Management and Trusted Guidance — All for One Flat Fee
Just the Kind of Help You’ve Been Hoping For
We understand that every financial journey is unique. But one thing remains constant: you deserve thoughtful investment management and strategic advice that goes beyond the numbers—delivered at a fair, transparent fee. That’s the foundation of what we offer.
What We Do
And What You Get for One Transparent Fee
Disciplined Investment Management
We construct portfolios using low-cost, tax-efficient instruments designed to preserve and grow your wealth. Our approach is grounded in risk-aware asset allocation and long-term performance, not speculation.
Tax Optimization Strategies and Risk Reduction
We integrate tax-conscious allocations into your investment strategy to help enhance after-tax returns and reduce unnecessary liabilities. While keeping costs low is essential to achieving optimal outcomes, we thoughtfully incorporate select active strategies designed to enhance income and mitigate overall portfolio risk.
Comprehensive Guidance on Wealth and Financial Decisions
We align your investment strategy with estate planning and broader financial goals, ensuring your assets are positioned to support both current needs and your future legacy.
One Flat Fee*. No Surprises. No Gimmicks.
Baseline Wealth Advisors – Flat Annual Fee Schedule
Asset Range | Annual Fee |
|---|---|
$500,000 – $1,500,000 | $7,500 |
$1,500,000 – $5,000,000 | $11,000 |
$5,000,000 and up | $14,000 |
To put it in perspective: if you’ve got a $5 million portfolio, most advisors would charge you around $42,500 a year. With us, you’d save nearly $31,500 every single year—money that stays in your pocket and keeps working for you.