Wilton Baker
Wilton Baker is a registered investment advisor at Nautica Asset Management LLC, based in Canton, MI, with 9 years of industry experience. Wilton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 22 clients with $780K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
480 N Canton Center Rd., Unit 87919, Canton, MI, 48187
Get directionsHistory
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 ActivitiesSells Insurance
Wilton is an independent insurance agent selling insurance products since 1993, dedicating about half his time to this. He is also the Managing Director of Nautica Insurance Group LLC since 2019, spending about half his time on this as well.
Employment History
Current Registrations
Nautica Asset Management LLC
State Registrations3 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.