Lee Baker is a CFP-designated registered investment advisor at Claris Financial Advisors, INC., based in Atlanta, GA, with 21 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 99 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fee Estimator
Location
2295 Parklake Drive, Suite 456, Atlanta, GA, 30345
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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
Lee is the president of Apex Financial, where he works as a financial planner. Lee also rents out his previous home, dedicating about half his time to his financial planning role.
Employment History
Current Registrations
Claris Financial Advisors, INC.
Previous Registrations
Apex Financial Services, INC.
Apex Financial Services, INC.
Eastern Point Advisors INC.
State Registrations1 state
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