Thomas Baker is a CFA-designated registered investment advisor at Envestnet Pmc, based in Sparks, MD, with 25 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Socially Responsible Investing. Their firm serves 2,241,364 clients with $610B 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 | 1.21% |
Program fees vary by portfolio type, ranging from 0.07% to 1.21% depending on the specific investment strategy selected. Fees do not include advisor fees or underlying fund expenses.
Fee Estimator
Location
Sparks, MD
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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 →Employment History
Current Registrations
Envestnet Pmc
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Ameritas Advisory Services
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Psa Equities, INC.Broker
Peremel & CO., INC.Broker
The Riderwood Group IncorporatedBroker
Olde Discount CorporationBroker
State Registrations1 state
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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