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Brock Baker

Inspire Advisors, LLC
5 Years of Experience
Buckeye, AZ
1 DisclosureSells Insurance
View SEC Summary
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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 High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 3,536 clients with $1.3B in assets under management.

Inspire Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
75 advisors
Number of Clients
3,536 clients
Average Client Portfolio
$377K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K1.50%
$50K - $125K1.25%
$125K - $250K1.15%
$250K - $500K1.10%
$500K - $1000K1.05%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.90%
$5M+0.75%

Representative may select from multiple fee schedules (Schedules 1 through 8). Maximum advisory fee is capped at 2.50% annually. Separately managed accounts may carry additional platform fees of 0.35% or 0.55%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Buckeye, AZ

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
September 2017
Final
View Full SEC ReportHow to Read Disclosures
Other 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
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Thrivent Investment Management INC.Broker
February 2021 - August 2023 · 2 yrs 6 mos
Thrivent Investment Management INC.
February 2021 - August 2023 · 2 yrs 6 mos
World Equity Group, INC.
January 2021 - February 2021 · 1 mo
World Equity Group, INC.Broker
September 2020 - February 2021 · 5 mos
State Registrations2 states
AZTX
Advisor

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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