Christie Baker
Christie Baker is a CFP, PFS-designated registered investment advisor at Perigon Wealth Management, LLC, based in Irvine, CA, with 29 years of industry experience. Christie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 5,664 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees range from 0.20% to 2.00% annually depending on complexity, asset levels, and overall relationship. Fees are generally discounted for clients selecting investment management services only compared to comprehensive wealth management.
Fee Estimator
Location
1130 Roosevelt, Irvine, CA, 92620
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christie works as an independent insurance agent, selling accident, health, and life insurance products since 2000. This takes about 10-20% of her time.
Employment History
Current Registrations
Perigon Wealth Management, LLC
Previous Registrations
Baker & Associates
Baker & Associates
MML Investors Services, LLC
State Registrations2 states
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
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