John Groh is a CFA, CFP-designated registered investment advisor at Baker Ellis Asset Management LLC, based in Vancouver, WA, with 19 years of industry experience. John 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
Get directionsHistory
Regulatory History (1)
Criminal
April 1987Other Business Activities
John is a part-owner and manager of a rental property since 2006. He spends minimal time collecting rent and paying bills.
Employment History
Current Registrations
Baker Ellis Asset Management LLC
Previous Registrations
D.A. Davidson & CO.
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.