Andrew Baker is a CFP-designated registered investment advisor at Summit Wealth Partners, LLC, based in Naples, FL, with 13 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 776 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Summit Wealth Partners' annual wealth management and investment advice fees range from 0.75% to 2.00% of your portfolio, depending on the amount you invest and the services you receive. These fees may be negotiable. Summit also uses a third-party platform to manage held-away assets such as defined contribution plan participant accounts, with discretion. The annual fee is 0.30% billed quarterly in advance.
Location
999 Vanderbilt Beach Road, Ste 609, Naples, FL, 34108
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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 →Other Business ActivitiesSells Insurance
Andrew is a real estate agent since 2015, dedicating about 10-20% of his time. He is also an agent for ACB Advisory Group LLC since 2016, selling fixed, disability income (DI), and long-term care (LTC) insurance, and acts as a College Funding Planner under the Collegiate Funding Strategists DBA, spending a combined total of about half his time on these activities.
Employment History
Current Registrations
Summit Wealth Partners, LLC
Previous Registrations
Pelican Wealth Advisors, LLC
Pelican Wealth Advisors, LLC
Securian Financial Services, INC.
Global Financial Private Capital, LLC
MML Investors Services, LLC
MML Investors Services, INC.
State Registrations12 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.