Burton Baker is a registered investment advisor at Baker Asset Management, LLC, based in Williamsburg, VA, with 22 years of industry experience. Burton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $5M 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 $2.5M | 1.00% |
| $2.5M+ | 0.50% |
Fees are negotiable and current client relationships may exist where the fee charged is different than the fee schedule above.
Fee Estimator
Location
Williamsburg, 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 Activities
Burton works as a portfolio manager at 1693 Asset Management - Securities/Brokerage since 2002. This activity takes up all of Burton's time.
Employment History
Current Registrations
Baker Asset Management, LLC
Previous Registrations
Investors Capital Advisory
Eastern Point Advisors INC.
Legg Mason Wood Walker INC
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.