Guy Baker is a CFP, ChFC-designated registered investment advisor at Wealth Teams Alliance, based in Irvine, CA, with 30 years of industry experience. Guy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 780 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Teams Alliance offers investment management services where fees range from 0.60% to 1.10% annually, based on the value of your portfolio. The exact fee depends on factors like the representative assigned, the amount invested, the complexity of the engagement, and the number of meetings. Financial planning services may increase the advisory fee. Fees are paid quarterly, in advance, and are debited directly from client accounts. There is no minimum account size requirement.
Location
15520 Rockfield Blvd, Suite G, Irvine, CA, 92618
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2012Customer Dispute
November 2010Customer Dispute
July 2005Other Business ActivitiesSells Insurance
Guy is involved in several business activities, including investment advising, consulting, insurance sales and marketing, real estate investment, and publishing. He dedicates a few hours per week to editing and publishing books, and about half his time to BMI Consulting and Associates on Insurance Concept Services Inc.
Employment History
Current Registrations
Wealth Teams Alliance
Previous Registrations
Tax Efficient Asset Management Solution, INC.
Alexander Beard (USA), LLC
Independent Financial Group, LLC
Joseph L. Cannava
Baker Jensen Investment Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.