Baker & Company Advisory Group, Inc. offers financial advice and investment management services. The firm creates tailored financial plans based on clients' goals, including retirement planning, insurance planning, tax planning, and investment strategies. Baker & Company manages investments for individuals, trusts, retirement accounts, and corporations, using various securities and strategies to enhance risk-adjusted returns. The firm is independent and does not sell proprietary products.
Assets Under Management$7M
Clients46
Advisors1
Avg. per Client$150K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees are negotiable under some circumstances. Client assets held in multiple accounts may be aggregated to reduce fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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