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Baker Tilly Wealth Management, Llc
Madison, Wisconsin
3.6
6 Reviews
Baker Tilly Wealth Management, LLC is a highly reputable regional investment advisory firm headquartered in Madison, WI, and operating through a network of 17 offices. With a dedicated team of 45 employees, including 28 specialized investment advisors, they offer expert financial guidance and comprehensive wealth management solutions to a diverse clientele.
With an impressive track record, Baker Tilly Wealth Management, LLC has consistently outperformed industry standards, managing an average of $139,710,000 in assets under management per investment advisor, exceeding the industry average. Their compensation structure is flexible...see more
Assets Under Mgmt
$3.91B
Investment Professionals
28
Locations
16
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other: INVESTMENT CONSULTING
Reviews for Baker Tilly Wealth Management, Llc
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