RETAIL INVESTOR INFORMATION
This page provides information primarily for retail clients of our Private Wealth Management (PWM) business. These materials are designed to help provide clients with important information to consider when selecting the types of accounts, solutions and investments that are right for them.
Download: Client Relationship Booklet (Including Form CRS)Client Relationship Information
Client Relationship Information Client Relationship Booklet (including Form CRS)Understanding Differences Between Brokerage and Advisory AccountsClient Relationship AgreementImportant Information for Retirement InvestorsImportant Information About IRA RolloversWorking With a Baird Certified Financial PlannerBaird Privacy NoticeImportant Information About the Data We Gather from YouClient Relationship Summary
Investment Advisory Services
Baird PWM Advisory Solutions OverviewBaird PWM ADV Part 2A BrochurePWM Advisory Program SupplementPWM Wrap Fee Program Advisory Fee and Account Minimum DisclosureImportant Information About Investment Managers' Trade Rotation PoliciesImportant Information About Investment Managers' Placement of Client Trade Orders and Their "Trading Away" PracticesMutual Fund Share Classes Available to Baird Fee-Based Advisory Accounts
Costs & Fees
Additional Services
Other Useful Information
Baird Referral ProgramsBeneficial Ownership Information ReportingInternational DisclosuresLIBOR Phase Out >>List of Affiliated Companies, Funds and ManagersPrivate Fund Compensation DisclosureRevenue Sharing/Marketing Support and Other Third Party PaymentsRouting of Equity Orders >>Safety of Client Assets >>
Investment Considerations
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