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Wealth management

Approach

As an independent fee-based financial consultancy (Honorar-Finanzanlagenberatung), we offer support in financial investment advice and wealth management.

Since every client and their (financial) situation is unique, the client is at the center of our work. Our goal is to build a long-term relationship in which we grow into partners who understand, respect and trust each other.

With Bauer fee-based financial investment consultation, we speak your language and analyze your current financial situation
unagitated in order to respond to your situation, goals and concerns on a scientific basis.

Money has a different meaning or purpose for everyone. That's why we listen carefully to you as your advisor in order to understand your goals and values and then implement them with you.

 

  • Independent: We are your advisor, we represent your interests and are not a salesperson on behalf of the financial industry.
     

  • Investment criteria: Science-based, globally diversified, low ongoing costs (TER) and unemotional.
     

  • Long-term: Our strategy follows a sustainable and long-term approach. No quick ins and outs or chasing current trends or hypes.
     

  • Freedom: Wealth should enable self-determination and reduce financial worries. We ensure that money does not become a burden for you and that you can pursue more important things.

 

 

Startup-Raum
Honorar-Finanzanlagenberatung Bauer | Honorarberatung| | Finanzielle Freiheit | Vermögensaufbau ETF | München

The process - step by step

  1. Do the solutions and philosophy fit the approach of Honorar-Finanzanlagenberatung Bauer for your concern?
     

  2. Free initial consultation
    - Topic: Getting to know each other and discussing your personal and financial situation and your resulting concerns and open questions.
    - Discussion of the fees.
    - Location: In the office or online
    - Duration: about 1 hour
     

  3. Commissioning by the client
    - Clear & precise written definition of the scope & objective of the consultation with
    Honorar-Finanzanlagenberatung Bauer.
     
  4. Analysis & execution of the assignment by Honorar- Finanzanlagenberatung Bauer
    Documents required:
    - Statement of income and expenditure
    - asset overview
    - legally required questionnaire
    - Other necessary information

     
  5. Presentation of the results
    - Location: In the office or online
    - Duration: Depending on the order

     
  6. Additional Consultations by Appointment
    - Subject: Your further concerns
    - Location: At our office or via online meeting
    - Duration: Dependent on the scope of engagement
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