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Amber Baker

10 Years of Experience
Gillette, WY
3 DisclosuresBroker

Amber Baker is a registered investment advisor at Primerica Advisors, based in Gillette, WY, with 10 years of industry experience. Amber is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3990 advisors
Number of Clients
67,816 clients
Average Client Portfolio
$229K average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.74%
$250K - $500K1.71%
$500K - $1.0M1.52%
$1.0M - $3.0M1.38%
$3.0M - $5.0M1.15%
$5.0M - $10.0M1.00%
$10M+0.85%

Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

500 Or Drive, Suite 4, Gillette, WY, 82718

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History

Regulatory History (3)
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Judgment / Lien
September 2021
Judgment / Lien
May 2019
Judgment / Lien
June 2018
Other Business Activities

Amber sells investment-related products for companies affiliated with PFS Investments Inc. She may also receive compensation from Primerica Mortgage, LLC for loan product sales and/or Primerica Client Services, Inc. for referrals of home security, automation products, and other home-related services.

Employment History
Current Registrations
Primerica Advisors
July 2017 - Present · 9 yrs 3 mos
PFS Investments INC.
August 2016 - Present · 10 yrs 2 mos
PFS Investments INC.Broker
August 2016 - Present · 10 yrs 2 mos
State Registrations3 states
MTSDWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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