Brian Baker is a registered investment advisor at Saxony Capital Management, LLC, based in Saint Louis, MO, with 23 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 762 clients with $370M 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 $500K | 2.20% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees/Commissions are negotiable with each Advisory Client. The SCM annual platform fee is 0.2% and is included in the above fee schedule.
Fee Estimator
Location
11152 S Towne Square, Saint Louis, MO, 63123
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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
Saxony Capital Management, LLC
Previous Registrations
Mcnally Financial Services Corporation
Mcnally Financial Services CorporationBroker
Triton Pacific Securities, LLCBroker
D.H. Hill Securities, LllpBroker
Locorr Distributors, LLCBroker
G.distributors, LLCBroker
Equinox Group Distributors, LLCBroker
Nationwide Investment Services CorporationBroker
Guardian Investor Services LLCBroker
Aim Private Asset Management
A I M Distributors, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations1 state
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