Baker Wealth Group offers investment advice tailored to clients’ needs and goals. They recommend how to allocate investments across different assets like stocks, bonds, and mutual funds. Baker Wealth Group also provides financial planning consulting services, including risk assessment, investment planning, and estate planning. They provide these services through Investment Advisory Representatives.
Assets Under Management$39M
Clients22
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$500K
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 negotiable. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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