Thomas Baker is a registered investment advisor at Sandhill Investment Management, based in Buffalo, NY, with 5 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,150 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1.00% for Equity Only Accounts and Balanced Accounts. 0.65% for Corporate Bond Only Accounts. 0.75% for Preferred Equity Only Accounts. Fees may be negotiable based on account size and total number of accounts.
Fee Estimator
Location
40 Fountain Plaza, Suite 1300, Buffalo, NY, 14202
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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 →Employment History
Current Registrations
Sandhill Investment Management
Previous Registrations
Wilmington Trust Investment Advisors, INC.
M&t Securities, INC.
State Registrations1 state
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