Sheri Baker is a PFS-designated registered investment advisor at Expand Financial, LLC, based in Littleton, CO, with 18 years of industry experience. Sheri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,858 clients with $2.8B 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% |
Maximum annual advisory fee is 1.50%. Flat fees may be negotiated. Fees are assessed on all managed and non-managed assets.
Fee Estimator
Location
Littleton, CO
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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
Sheri is the CFO of July Holdings LLC and July Business Services, providing record keeping for retirement plans, dedicating nearly full-time hours to July Holdings and a few hours per week to July Business Services. She is also President of Summit Benefits Solution LLC, a consultant for Summit Payroll Solutions LLC, a partner and insurance producer for Summit Benefit Insurance, Inc., and a managing member of MBSKI Holdings, dedicating minimal time to each.
Employment History
Current Registrations
Expand Financial, LLC
Previous Registrations
Km&m Pinnacle, LTD.
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.