Brennen Baker
Brennen Baker is a registered investment advisor at Global View Capital Management LLC, based in Idaho Falls, ID, with 2 years of industry experience. Brennen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 3,819 clients with $780M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Schedule represents the Flexible Plan Investments program fees. Other programs such as the Personalized Managed Account Program have separate fee structures with platform fees ranging from 0.75% to 1.00% plus advisor fees up to 1.40%.
Fee Estimator
Location
765 S. Woodruff Avenue, Suite 2, Idaho Falls, ID, 83401-5286
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
Brennen works as a warranty manager at Camping World, dedicating about a quarter of his time both during and outside trading hours. He also works as an independent contractor and insurance agent for Global View Capital, marketing and selling advisory and fixed insurance products, including life, long-term care, disability insurance, and fixed annuities, dedicating a few hours per week.
Employment History
Current Registrations
Global View Capital Management LLC
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.
Exams
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