AdvisorOS Directory
Claim Profile
JB

Joseph Charles Baer

SUCCESSFUL PORTFOLIOS LLC·CLEARWATER, Florida
Unclaimed Profile
611 DRUID ROAD EAST, CLEARWATER, FL 33756CRD# 5866418Firm CRD# 152429
01

About

Joseph Charles Baer is a registered financial advisor based in CLEARWATER, Florida, affiliated with SUCCESSFUL PORTFOLIOS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
SUCCESSFUL PORTFOLIOS LLC
SUCCESSFUL PORTFOLIOS LLC
AUM
$240M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SUCCESSFUL PORTFOLIOS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Performance-based fees
Regulatory
SEC/IARD CRD# 5866418
Firm CRD# 152429
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CLEARWATER?

Browse all registered financial advisors in CLEARWATER, Florida or claim this profile if it's yours.

Browse CLEARWATER AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Joseph Charles Baer offer?
Joseph Charles Baer specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEARWATER, Florida for a consultation.
What are Joseph Charles Baer's credentials?
Joseph Charles Baer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Charles Baer located?
Joseph Charles Baer is based in CLEARWATER, Florida, working with SUCCESSFUL PORTFOLIOS LLC. Their office serves clients in the CLEARWATER metropolitan area and surrounding communities.
How does Joseph Charles Baer charge for services?
Joseph Charles Baer's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUCCESSFUL PORTFOLIOS LLC?
SUCCESSFUL PORTFOLIOS LLC has approximately 2 employees and manages $240M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CLEARWATER
John William Thiel — INDIVISIBLE PARTNERS, LLCKristine Alane Starkman — CSENGE ADVISORY GROUP, LLCNolan Blake Hughes — CSENGE ADVISORY GROUP, LLCJohn Hunter Orr — FLAHARTY ASSET MANAGEMENT, LLCGregory James Adams — SOVEREIGN PRIVATE WEALTH, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile