Baker Asset Management provides investment management services to individuals, non-profits, endowments, and trusts. They offer fee-only discretionary and non-discretionary investment management services. Baker Asset Management invests primarily in individual stocks, bonds, no-load or load-waived mutual funds, and exchange-traded funds. The firm does not sell commissioned products and is not affiliated with entities that do.
Assets Under Management$5M
Clients12
Advisors2
Avg. per Client$420K
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 0.50% |
Fees are negotiable and current client relationships may exist where the fee charged is different than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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