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Andrew Baker

7 Years of Experience
Mexico, MO

Andrew Baker is a registered investment advisor at Baker Capital Management, based in Mexico, MO, with 7 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 46 clients with $13M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
46 clients
Average Client Portfolio
$292K average
Assets Under Management
$13.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

The fee schedule ranges from an annual fee of 0.25% to 1.25%, based on the size of the portfolio and the asset allocation. This fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Mexico, MO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Baker Capital Management
May 2018 - Present · 8 yrs
State Registrations1 state
MO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Andrew Baker - Financial Advisor | TrueAdvisor