Baker Ellis Asset Management is a registered investment advisor founded in 2002, located in Vancouver, Washington. The firm manages investment accounts for individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. Baker Ellis relies on fundamental analysis and operates as a long-term value investor, building diversified portfolios that include domestic and foreign equities, mutual funds, exchange-traded funds, bonds, and other assets. Portfolios are individually managed and can be customized to account for complex tax considerations or socially conscious restrictions. The firm has full discretion over client accounts and typically requires a minimum investment of $1 million per household.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are 1.5% or less annually, determined by account size and investment objectives, and are negotiable.