Baker Asset Management offers customized investment management and financial planning services for individuals, high-net-worth clients, and small business retirement plans. Founded in 2017 and led by Certified Financial Planner Joseph M. Baker, the firm builds personalized portfolios using stocks, mutual funds, bonds, and government securities. Baker Asset Management provides continuous portfolio supervision with discretionary trading authority, meaning the firm makes trades on your behalf based on your agreed-upon strategy. In addition to managing investments, the firm provides modular financial planning, general consulting, and ongoing plan reviews. Clients can receive advice on specific financial topics or comprehensive wealth management strategies. The firm also offers consulting services for small business retirement plans, helping plan sponsors manage their company plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees are negotiable.