Assets Under Management
$3.8B
Number of Clients
931
Number of Advisors
30
Average Client AUM
$4.1M
AUM per Advisor
$125.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Baker Avenue Asset Management, founded in 2004, offers discretionary and non-discretionary portfolio management services. They also provide wealth and financial planning services on a stand-alone basis. Their services are tailored to each client's unique circumstances and may include tax and estate planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.01% |
| $1.0M - $2.5M | 0.01% |
| $2.5M - $5.0M | 0.01% |
| $5.0M - $10.0M | 0.01% |
| $10.0M - $25.0M | 0.01% |
| $25M+ | Included |
Fees vary above $25,000,000. Family Office Clients and other Clients with established relationships may be subject to a different fee schedule or rate. Fees are negotiable.
One Embarcadero Center, Ste 2530, San Francisco, CA, 94111