Baker & Company Advisory Group, Inc. is a registered investment advisor based in Decatur, Illinois, founded and led by Tim Baker. The firm offers comprehensive financial services, including retirement planning, insurance risk management, tax strategy coordination, active investment management, and asset allocation. Baker & Company builds customized portfolios using mutual funds, exchange-traded funds, bonds, and government securities, employing active risk management strategies designed to navigate multi-year market trends. The firm primarily serves individuals, trusts, retirement accounts, and corporations, managing accounts on a discretionary basis through a discount broker. Baker & Company focuses on aligning investment strategies with each client's individual risk tolerance and long-term financial goals.
Fee Structure
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. Assets held in multiple accounts for family members or different tax statuses are aggregated to reduce fees.