Baker Ellis manages investment accounts for individuals, trusts, businesses, and foundations. They use fundamental analysis to find attractive investments, including domestic and foreign stocks, mutual funds, exchange-traded funds (ETFs), and bonds. Accounts are managed individually and can be customized for specific client needs. Baker Ellis has full authority to make trades in client accounts.
Assets Under Management$1B
Clients343
Advisors4
Avg. per Client$3.1M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and depend on account size and investment objectives.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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