Candice Baker is a registered investment advisor at Johnson Wealth INC., based in Kenosha, WI, with 8 years of industry experience. Candice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,460 clients with $9.1B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $8.0M | 0.70% |
| $8M+ | 0.60% |
Fee schedule is blended with breakpoints. Fees are negotiable based upon the size and complexity of the engagement. Accounts converting from Johnson Bank typically retain original rates and calculation methodology.
Fee Estimator
Location
7401 144th Avenue, Kenosha, WI, 53142
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Candice is a Vice President - Wealth Advisor and Team Lead at Johnson Bank, an investment-related affiliate, since 2014. This is a full-time position involving wealth management, trust services, banking, and loans.
Employment History
Current Registrations
Johnson Wealth INC.
State Registrations1 state
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