Baker Capital Management manages investment portfolios of individual stocks and bonds for individuals, trusts, estates, and charitable organizations. The allocation between stocks and bonds is determined by the client's needs and ongoing communication with Baker Capital Management. Clients can restrict investments in certain industries or securities. Portfolios are managed on a discretionary basis, but non-discretionary management is also available.
Assets Under Management$13M
Clients46
Advisors1
Avg. per Client$290K
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The fee schedule ranges from an annual fee of 0.25% to 1.25%, based on the size of the portfolio and the asset allocation. This fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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