Baker Street Asset Management creates investment portfolios for individuals, corporations, institutions, registered investment advisors, and retirement plans. They create an Investment Policy Statement for each client, outlining their current situation and risk tolerance, and use research and analysis to construct a plan and select a suitable portfolio. They may also provide financial planning services, including assisting clients in defining financial goals and objectives related to business planning, education, retirement, disability, estate, tax, and investments.
Assets Under Management$92M
Clients91
Advisors2
Avg. per Client$1M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.60% |
| $1M+ | 1.50% |
Fees are negotiable, with a maximum annual fee of 1.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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