Lindsey Baker
Lindsey Baker is a registered investment advisor at Egp Wealth Management, LLC, based in Bryant, AR, with 10 years of industry experience. Lindsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 101 clients with $40M 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 $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
3310 Main St., Suite 100, Bryant, AR, 72022
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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
Lindsey is a partner in EGP Holdings LLC, purchasing commercial real estate to lease to EGP, PLLC, and also a CPA/Partner at EGP, PLLC. Additionally, Lindsey is an independent licensed insurance agent selling life, disability, and long-term care insurance.
Employment History
Current Registrations
Egp Wealth Management, LLC
Previous Registrations
1st Global Advisors INC
1st Global Capital CORP.Broker
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.