Brian Baker is a CFA-designated registered investment advisor at Baker Ellis Asset Management LLC, based in Vancouver, WA, with 24 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 343 clients with $1B 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 | 1.50% |
Fees are negotiable and depend on account size and investment objectives.
Fee Estimator
Location
805 Broadway St., Suite 400, Vancouver, WA, 98660
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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 Activities
Brian manages an investment portfolio held within Canyon Court LLC, owned by two trusts, since 2009. He spends minimal time on this activity, primarily handling paperwork and approvals.
Employment History
Current Registrations
Baker Ellis Asset Management LLC
State Registrations1 state
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