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Andrew Baker

12 Years of Experience
Broker

Andrew Baker is a registered investment advisor at Larson Financial Group, LLC, based in Saint Louis, MO, with 12 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 4,640 clients with $4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
4,640 clients
Average Client Portfolio
$869K average
Assets Under Management
$4.0B

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.75%
$250K - $500K1.50%
$500K - $750K1.25%
$750K - $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $5.0M0.70%
$5M+0.70%

Fees negotiable for accounts over $5,000,000.

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

100 N Broadway, Suite 1700, Saint Louis, MO, 63102

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Larson Financial Group, LLC
January 2015 - Present · 11 yrs 3 mos
Larson Financial Securities, LLCBroker
October 2013 - Present · 12 yrs 6 mos
State Registrations7 states
FLINMAMNNCOHPA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.