Gerald Baker Financial Group, L.l.c.dba Baker Financial Services
Fee-Only (% of Portfolio)Fixed/Hourly
Baker Financial Services provides investment advice, portfolio management, and financial planning to individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans. Baker Financial helps clients identify their financial goals, develop strategies, monitor capital market conditions, and make portfolio adjustments as needed.
Assets Under Management$910M
Clients482
Advisors5
Avg. per Client$1.9M
Avg. per Advisor$180M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.88% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.38% |
Minimum annual fee of $2,500 for assets under $250,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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