Baker Street Advisors provides investment supervisory services, primarily on a discretionary basis, and professional services such as expense management, consulting, and financial planning. Baker Street develops strategic plans for clients by assessing their financial needs, objectives, and risk tolerance. Investment portfolios are tailored to align with the client's specific goals. Baker Street may suggest other professionals for implementation purposes, such as lawyers and accountants.
Fee Structure
Baker Street Advisors charges a percentage of your assets under management for investment supervisory services. The fee schedule is tiered, with rates decreasing as the amount you invest increases. For clients with less than $4 million, the fee is 0.75% with a $25,000 minimum annual fee. Clients with over $4 million pay 0.50% on the first $15 million.