Baker Wealth Group provides personalized investment management and financial planning services for individuals and high net worth clients. Led by Tyler Baker, the firm creates tailored investment strategies involving stocks, bonds, mutual funds, and annuities, and can execute trades on a discretionary or non-discretionary basis. In addition to portfolio management, Baker Wealth Group offers financial consulting covering risk assessment, retirement planning, estate planning, and financial organization. The firm also coordinates complimentary tax return preparation through a third-party Certified Public Accountant. Clients can impose restrictions on certain securities or sectors. Baker Wealth Group primarily serves individuals and high net worth individuals, maintaining an independent relationship with Charles Schwab & Co. as custodian.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees are assessed quarterly in advance. Baker Wealth Group has sole discretion to negotiate lower fees or waive them.