Kurtis Baker
Kurtis Baker is a registered investment advisor at Certified Wealth Management & Investment LLC, based in Princeton, NJ, with 12 years of industry experience. Kurtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 21 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWMI's annual fee for managing your investments varies between 3.11% and 3.51% depending on the value of your investments, the type and complexity of services provided, and the level of administration requested. Fees are billed and payable quarterly based on the balance at the end of the billing period. In certain circumstances, CWMI will charge a flat retainer fee instead of the percentage-based fee. The minimum quarterly retainer fee is $20,511 and is based on the complexity of the client's needs.
Location
101 College Road East, Suite 2, Princeton, NJ, 08540
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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 ActivitiesSells Insurance
Kurtis is the president/owner of Alternate Mortgage & Investment Corp, working full-time as a mortgage broker. He is also an insurance and title sales representative, selling life/health and title insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Certified Wealth Management & Investment LLC
State Registrations2 states
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