A complete list of active advisors currently associated with Baobab Wealth Management

Warmer can help you find a great advisor at Baobab Wealth Management or one who fits your needs even better.

Baobab Wealth Management provides discretionary investment management and financial planning services to a range of clients, including individuals, trusts, estates, charitable organizations and business entities, and markets a variant of its services for Americans living overseas under the name Baobab Wealth Abroad. The firm reports managing roughly $70 million in discretionary assets and generally charges asset-based management fees while also offering separate planning engagements. The firm employs a tactical allocation approach grounded in fundamental analysis, tailoring portfolios to client objectives through exchange-listed securities, mutual funds (and ETFs for abroad clients), structured notes and covered-call option strategies, and may use cash positions or margin as part of hedging and implementation. Portfolio activity can include both long- and short-term trades and discretionary rebalancing driven by market conditions and client risk profiles. Noteworthy distinctions disclosed in the brochure include offering financial planning on a fixed fee converted from estimated hours (an hourly-basis billing method that is uncommon for firms in this category) and having investment adviser representatives who are also licensed insurance agents and may receive commissions for insurance sales, a potential conflict of interest. The firm also discloses a past regulatory finding involving an associated person and states that proxy voting authority remains with clients rather than being exercised by the firm.

To learn more about the advisors currently working at Baobab Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.