Baker Wealth Advisors provides investment management through SEI programs, including sub-advised programs, mutual fund models, and custody-only options. They also offer annuity management and financial planning services, covering goals, net worth, cash flow, retirement, risk management, investments, taxes, and estate planning. Seminars and workshops are also offered to educate the public.
Assets Under Management$4.3M
Clients113
Advisors1
Avg. per Client$38K
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Annual fee may be negotiable. In addition to Baker Wealth Advisors' fees, SEI charges separate annual fees ranging from 0.55% to 1.15% for Custom High Net Worth Solutions, and 20 basis points for Transaction Fee (TF) Mutual Funds and all other securities, including equities, fixed income and ETFs, subject to a $1,000 per year, per account, maximum.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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