Barnes Ellis is a registered investment advisor at Baker Ellis Asset Management LLC, based in Vancouver, WA, with 23 years of industry experience. Barnes operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 343 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
343 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable and depend on account size and investment objectives.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

805 Broadway St., Suite 400, Vancouver, WA, 98660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Barnes is an owner of Minam River Ranch LLC, doing business as Minam River Lodge, a hospitality business, since 2011. He dedicates about half of his time to overseeing staff, with about 10-20% of his time spent during securities trading hours.

Employment History
Current Registrations
Baker Ellis Asset Management LLC
April 2002 - Present · 24 yrs
State Registrations1 state
WA
Advisor

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.

Exams
No exam information available for this advisor.