Alexander Baker is a registered investment advisor at Burke Wealth Management, LLC, based in Houston, TX, with 2 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 73 clients with $95M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
BWM may waive or reduce asset management fees for employees, family members, and affiliates.
Fee Estimator
Location
3355 W Alabama St, Suite 910, Houston, TX, 77098
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Alexander is an owner/employee of Baker Anesthesia Services LLC. This activity is not investment-related.
Employment History
Current Registrations
Burke Wealth Management, LLC
State Registrations1 state
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