Shotwell Rutter Baer Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shotwell Rutter Baer serves individual and high-net-worth clients, and may extend services to small employer retirement plans tied to existing AUM relationships. The firm offers comprehensive financial planning and investment management along with retirement, tax, estate, insurance and employee benefits advice delivered through project-based engagements, a subscription-based ongoing planning option, and traditional asset management.
The firm manages client accounts on a discretionary basis and follows a rules-based investment approach that generally recommends no-load mutual funds within a strict asset allocation framework, with trading largely limited to periodic rebalancing. Model portfolios and portfolio research are supported by an independent third party (East Bay Financial Services), and clients complete a multi-month onboarding and planning engagement before moving into ongoing management; account reviews are performed at least quarterly with semiannual client meetings offered.
Compared with many peers that primarily bill as a percentage of assets, Shotwell Rutter Baer uses a net-worth–tiered annual planning fee schedule for its ongoing planning program and also offers fixed-fee project work and a subscription planner access model. Other notable operational differences include a policy of not aggregating trades into block orders, retaining client responsibility for proxy voting, and accepting client authorization for direct fee deduction from custodial accounts.
Client services
Expertise
Fee options
Project-based financial planning fixed fees from $2,400 to $22,000; Initial Planning Engagement fee of $2,400
$0 - $749,999: $5,665 annually $750,000 - $999,999: $6,695 annually $1,000,000 - $1,499,999: $8,240 annually $1,500,000 - $1,999,999: $10,300 annually $2,000,000 - $2,999,999: $13,390 annually $3,000,000 - $3,999,999: $18,025 annually $4,000,000 - And up: $22,660 annually
Ongoing financial planning subscription paid monthly (amount not specifically stated, but fees are based on net worth tiers)
Minimum fee: Project-based financial planning fees range from $2,400 to $22,000; Initial Planning Engagement & Onboarding fee is $2,400 Fee-only: Project-based fixed fees and ongoing planning subscription fees
Main office
6350 West Michigan Avenue, Suite 200
Lansing MI 48917
Advisors at this office
5
Most active in
California · Florida · Hawaii · Indiana · Michigan · Texas
Also doing business as
Baer, Elizabeth Ellen · Elizabeth Rutter Baer Cfp · Elizabeth Rutter Baer Cfp Inc · Rutter Baer Inc · Rutter Baer Inc Registered Investment Advisor · Shotwell Rutter Baer Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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