Joel Baker is a registered investment advisor at The J R Baker Group, based in Buellton, CA, with 27 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 39 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J R Baker Group does not directly manage investments. Instead, they recommend third-party managers. You'll pay the manager a fee based on a percentage of your assets under management. The manager will then pay a portion, not exceeding 1.15%, to J R Baker Group. The fees are calculated quarterly in advance based on the value of your account. The minimum account size varies by manager.
Location
Buellton, CA
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Regulatory History (1)
Customer Dispute
November 1994Other Business ActivitiesSells Insurance
Joel is involved in several business activities, including managing Circle JB Polo Ranch, LLC and JRB Polo Ranch, LLC, and JRB Commercial, LLC, as well as being the sole proprietor of Joel Baker Life Insurance. He also dedicates about 10-20% of his time to The J R Baker Group, LLC, which involves investments, estate planning, and insurance.
Employment History
Current Registrations
The J R Baker Group
Previous Registrations
Private Consulting Group, INC.
The J R Baker Group
State Registrations2 states
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.