Stuart Baker
Stuart Baker is a registered investment advisor at Kovack Advisors, INC., based in Plymouth, MA, with 11 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 14,305 clients with $5.5B in assets under management.
Compensation
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Number of Clients
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Fee Structure
Kovack Advisors charges an annual fee based on a percentage of the value of your investments. The maximum annual fee is 2.90%. Fees are negotiable and may be calculated as a flat percentage or on a tiered schedule. Fees are billed quarterly or monthly in advance. You are responsible for brokerage commissions and other transactional costs unless your advisor negotiates to cover ticket charges, which may result in a higher overall advisory fee.
Location
85 Samoset Street, #34, Plymouth, MA, 02360
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Regulatory History (1)
Regulatory
March 2015Other Business ActivitiesSells Insurance
Stuart is a partner at Baker & Eitas Financial Services, owner of Baker Financial Services, and involved in fixed insurance sales, dedicating nearly all of his time to these activities. He also serves as president of Baker Financial Services Inc. and as a board member for Plymouth Lions Club, taking about 10% of his time.