Tim Baker
Tim Baker is a registered investment advisor at Baker & Company Advisory Group INC, based in Decatur, IL, with 44 years of industry experience. Tim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 46 clients with $7M 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 | 2.00% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees are negotiable under some circumstances. Client assets held in multiple accounts may be aggregated to reduce fees.
Fee Estimator
Location
363 S. Main St., Suite 500, Decatur, IL, 62523
Get directionsHistory
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
Tim is the owner of Baker & Company Advisory Group, Inc., a registered investment advisor, dedicating full-time hours to it. He also owns Baker & Co. Insurance Services, a sole proprietorship, and sells fixed, life, health, and property & casualty insurance products, dedicating a few hours per week.
Employment History
Current Registrations
Baker & Company Advisory Group INC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
Next Financial Group, INC.
Next Financial Group, INC.Broker
Securities Service Network, INC.Broker
Wall Street Financial Group, INC.Broker
Baker & Company Advisory Group INC
Investment Planners, INC.Broker
Mariner Financial Services, INC.Broker
Integrated Resources Equity CorporationBroker
E. F. Hutton & Company INCBroker
A. G. Edwards & Sons, INC.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.