Baker Avenue Asset Management is a registered investment advisor founded in 2004, offering wealth management, financial planning, and consulting services. The firm manages investment portfolios on both a discretionary and non-discretionary basis, utilizing various investment strategies such as dynamic core, blue chip, fixed income, impact investing, global income, all-cap, and concentrated stock management. Baker Avenue tailors its services to each client's unique financial situation and goals. In addition to investment management, the firm provides services covering tax planning, estate planning, risk management, retirement planning, philanthropy, family office services, and tax preparation for clients with over $3 million in investable assets. Standalone financial planning and consulting services are also available on a fixed-fee or hourly basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.95% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.70% |
Fees are negotiable. Family office clients and established relationships may be subject to different fee schedules.