Advisor at Family Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Family Wealth Partners, LLC
Location
Matthews, NC 28105
Credentials
CFP®, Series 63, Series 65
Industry experience
8 years
Brian Baum is a CFP® professional with eight years of industry experience. He is currently with Family Wealth Partners, LLC and previously worked at The Vanguard Group, Inc. for seven years. Family Wealth Partners serves individuals, business entities, charitable organizations, and pension/profit-sharing plans, offering discretionary investment management, financial planning, pension consulting, and estate plan coordination. The firm employs a diversified, model- and research-driven investment process that includes a broad range of traditional and alternative securities, with capabilities in complex areas such as digital assets and PIPE transactions.
Based on Family Wealth Partners, LLC
Based on Family Wealth Partners, LLC
Flat fees generally range from $2,500 to $15,000; estate plan coordination up to $500
$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.30% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.60% $3,000,001+: 0.50%
Insurance commissions may be earned by a principal licensed as an insurance agent
Hourly fees generally equal $200 per hour
Minimum fee: Flat fees generally range from $2,500 to $15,000; flat fee for estate plan coordination services will not exceed $500 Fee-only: Flat fees $2,500 to $15,000; Hourly fees $200/hour; Flat fee for estate plan coordination up to $500
2518 Plantation Center Drive
Matthews, NC 28105
North Carolina
Family Wealth Partners, LLC
2024 - Present (2 years)
The Vanguard Group, Inc.
2017 - 2024 (7 years)
Impact Media Systems, Inc
2008 - 2017 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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