David Wilkins
David Wilkins is a registered investment advisor at Gerald Baker Financial Group, L.l.c.dba Baker Financial Services, based in Arlington, TX, with 29 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 482 clients with $910M 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 $250K | Included |
| $250K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.88% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.38% |
Minimum annual fee of $2,500 for assets under $250,000. Fees may be negotiable.
Fee Estimator
Location
1415 West Randol Mill Rd., Arlington, TX, 76012
Get directionsHistory
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
David is a financial planner and long-term care specialist at Baker Financial Services. He sells life, health, disability, and long-term care insurance.
Employment History
Current Registrations
Gerald Baker Financial Group, L.l.c.dba Baker Financial Services
Grb Financial LLCBroker
Previous Registrations
H. Beck, INC.Broker
Mony Securities CORP.Broker
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.