Steven Baker
Steven Baker is a registered investment advisor at G. A. Repple & Company, based in Casselberry, FL, with 28 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 1 more. Their firm serves 3,487 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
G.A. Repple & Company offers investment management services where advisors manage your investments. These accounts can be managed with or without your prior approval for each trade. You can also access third-party asset managers through GAR. Fees vary depending on the program chosen.
Direct Asset Management Services offer both wrap and non-wrap fee options. Wrap accounts bundle advisory and transaction fees into one fee. Non-wrap accounts charge advisory fees and separate transaction fees.
GAR also offers the GA Repple Optimized Investment Platform wrap program with ETF and Biblically Responsible Investing strategies. FMAX wrap programs and UMA programs are also available. Fees are calculated monthly or quarterly and may be billed in advance or arrears.
Location
101 Normandy Road, Suite 101, Casselberry, FL, 32707
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a limited member (3%) in VROC, a veterinary clinic, and a 50% member in S&S Alliance Investing, LLC, which buys, develops, and holds real estate. He also lends money to French Properties LLC for real estate projects, earning interest and fees, dedicating minimal time to each of these activities.
Employment History
Current Registrations
G. A. Repple & Company
State Registrations5 states
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