BAKER TILLY WEALTH MANAGEMENT, LLC
Madison, Wisconsin
3.6
7 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...
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Assets Under Mgmt

$3.91B

Investment Professionals

28

Locations

16

% 401K & Individual

5%

% Discretionary

51%
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
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