Baird Fees (2026): What You Pay in Dollars at $250k, $500k, $1M

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Updated September 17, 2026. Quick answer: Baird discloses a tiered schedule starting at 2.00% in its Baird Private Wealth Management Wrap Fee Program Brochure, Form ADV Part 2A Appendix 1 (March 27, 2026). Converted to dollars, that runs $10,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.

The published numbers

From the Baird Private Wealth Management Wrap Fee Program Brochure, Form ADV Part 2A Appendix 1 (March 27, 2026): “Baird generally offers two types of asset-based fee arrangements: a tiered fee schedule and a breakpoint fee schedule. Under a tiered fee schedule, the asset-based fee will vary for different segments of client assets, gradually decreasing as the Account balance increases. Tiered Advice Fee Schedule: First $1,000,000, 2.00%; Next $1,000,000, 1.50%; Next $3,000,000, 1.35%; Next $5,000,000, 1.25%; Above $10,000,000, 1.00%.”

• First $1,000,000: 2.00%
• Next $1,000,000: 1.50%
• Next $3,000,000: 1.35%
• Next $5,000,000: 1.25%
• Above $10,000,000: 1.00%

What you would pay

This is Baird’s marginal (tiered) Advice Fee schedule, which applies across essentially all of Baird’s Private Wealth Management discretionary/advisory programs; each bracket’s rate applies only to the assets inside that bracket. Baird also publishes an alternative whole-balance Breakpoint Advice Fee Schedule (2.00% up to $1M, 1.75% from $1M to just under $2M, 1.50% at $2M and above) that a client and advisor may choose instead; this page uses the tiered version, the one named first in the brochure. For programs that layer on a separate Portfolio Fee (0.00% for several core programs, roughly 0.10% to 0.77% or more for SMA/UMA strategies), the total cost can run higher than the Advice Fee alone.

How this compares

Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Baird’s own published rate runs $10,000 a year.

Thinking about leaving Baird instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.

Sources

• Baird Private Wealth Management Wrap Fee Program Brochure, Form ADV Part 2A Appendix 1 (March 27, 2026): https://www.bairdwealth.com/retailinvestor
• SEC Investment Adviser Public Disclosure, Robert W. Baird & Co. Incorporated (CRD #8158): https://adviserinfo.sec.gov/firm/summary/8158
• Robert W. Baird & Co. Incorporated, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/8158/PDF/8158.pdf

Methodology. This page was built September 17, 2026, drawing on Baird’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.