Savannah Baker is a registered investment advisor at Wedbush Securities INC., based in Pasadena, CA, with 1 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 10,048 clients with $5.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wedbush Securities offers investment management through several programs. The fees are based on a percentage of the assets managed and are billed quarterly in advance. The minimum account size is generally $25,000, but exceptions can be made. Fees are negotiable.
Typical fees for the DMI-IC, SDI-IC, MMA, SMA, and UMA accounts are:
- Up to $250,000: 3.00% per year
- $250,001 to $500,000: 2.80% per year
- $500,001 to $1,000,000: 2.50% per year
- $1,000,001 to $3,000,000: 1.90% per year
- $3,000,001 to $5,000,000: 1.60% per year
- $5,000,001 and above: Negotiable
There is a minimum quarterly fee of $62.50 ($250 annually) for DMI-IC accounts and $125 ($500 annually) for SDI-IC accounts. For MMA, SMA, and UMA accounts, there is a minimum quarterly fee of $250 ($1,000 annually).
Location
225 S Lake Ave Penthouse, Pasadena, CA, 91101
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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.
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Savannah works as a server at Sam's Tavern, a restaurant in Seattle, for approximately 15 hours per week. She also works as an independent contractor bartender for Seattle Pridefest for about 12 hours annually.
Employment History
Current Registrations
Wedbush Securities INC.
Wedbush Securities INC.Broker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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