Martin Baker is a CFP-designated registered investment advisor at Canby Financial Advisors, based in Framingham, MA, with 22 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.45% |
| $10.0M - $12.5M | 0.40% |
| $12.5M - $15.0M | 0.35% |
| $15.0M - $20.0M | 0.30% |
| $20M+ | 0.25% |
The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range.
Fee Estimator
Location
161 Worcester Road, Suite 408, Framingham, MA, 01701
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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 →Employment History
Current Registrations
Canby Financial Advisors
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Princor Financial Services CorporationBroker
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.