Lawton Baker
Lawton Baker is a registered investment advisor at Focus Asset Management Company, based in Portsmouth, VA, with 27 years of industry experience. Lawton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 82 clients with $73M 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 $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.45% |
Fees and account minimums may be negotiable. Stockholders and immediate family members of the stockholders of FAMCO (parents, siblings and children) and employees for FAMCO are charged different fees.
Fee Estimator
Location
Portsmouth, VA
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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
Lawton is a Director on the Financial Services Board at Towne Bank, setting policies for non-bank operations and attending monthly meetings, dedicating minimal time. He is also a Director & CPA at Jones CPA Group, an accounting firm, spending about two-thirds of his time performing audits, reviews, tax return work, and supervising staff.
Employment History
Current Registrations
Focus Asset Management Company
State Registrations1 state
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