Brock Baker is a registered investment advisor at Inspire Advisors, LLC, based in Buckeye, AZ, with 5 years of industry experience. Brock 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 3,809 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Inspire Advisors uses different fee schedules for investment management, and your advisor representative will help you choose the one that best fits your needs. The fees are based on a percentage of your portfolio's value. Some investments may have additional expenses, like mutual fund expense ratios, which are separate from Inspire's fees. Fees are billed monthly based on the average daily balance. The fees are negotiable, but the maximum advisory fee is 2.50% annually.
Location
Buckeye, AZ
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Regulatory History (1)
Financial
September 2017Other Business ActivitiesSells Insurance
Brock is the treasurer for Impact Alliance, a nonprofit organization, dedicating a few hours per week to financial oversight and reporting. He is also an independent licensed insurance agent selling life, health, and disability insurance.
Employment History
Current Registrations
Inspire Advisors, LLC
Previous Registrations
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
World Equity Group, INC.
World Equity Group, INC.Broker
State Registrations2 states
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.