W.M. Baker Investments provides portfolio management based on your goals, risk tolerance, and time horizon. They create a plan to help select a portfolio that fits your specific situation. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. W.M. Baker Investments generally limits its advice to mutual funds, stocks, bonds, ETFs, real estate, and insurance products.
Assets Under Management$5M
Clients42
Advisors1
Avg. per Client$120K
Avg. per Advisor$5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $200K | 1.50% |
| $200K - $400K | 1.25% |
| $400K - $600K | 1.00% |
| $600K+ | 1.00% |
Fees above $600,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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