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 BookletClient Relationship Summary (Form CRS)Client Relationship DetailsWorking With a Baird Certified Financial PlannerImportant Information for Retirement InvestorsUnderstanding Differences Between Brokerage and Advisory AccountsClient Relationship AgreementImportant Information About IRA RolloversBaird Privacy NoticeImportant Information About the Data We Gather from You
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
Investment Considerations
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