Philip Stenseth is a CFA-designated registered investment advisor at The Baker Group, LP, based in Oklahoma City, OK, with 37 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.01% |
| $10.0M - $20.0M | 0.01% |
| $20.0M - $30.0M | 0.00% |
| $30.0M - $40.0M | 0.00% |
| $40.0M - $50.0M | 0.00% |
| $50M+ | 0.00% |
Fees are negotiable for amounts over $50,000,000
Fee Estimator
Location
1601 NW Expressway, 21st Floor, Oklahoma City, OK, 73118-1426
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Philip has greater than 10% direct ownership in Baker Asset Management, Baker Group Software Solutions, and The Baker Group LP, and is a partner in Stone Sisters Organics pizza restaurant. He also has 100% ownership in Stoneseth, LLC/Arbuckle Outfitters, a vacation rental property business, and spends minimal time on this due to a full-time property manager.
Employment History
Current Registrations
The Baker Group, LP
The Baker Group, LP
The Baker Group, LPBroker
Previous Registrations
Baker Asset Management
Community Bancbrokerage CorporationBroker
State Registrations1 state
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