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Michael Adam Baker

8 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
11,030 clients
Average Client Portfolio
$289K average
Assets Under Management
$3.2B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K+1.00%

Fees are negotiable. Account values of family members may be combined to determine the applicable advisory fee.

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

2437 Main Street, Santa Monica, CA, 90405

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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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Other Business ActivitiesSells Insurance

Michael is involved with Gerber Kawasaki Insurance Services selling non-variable insurance, dedicating minimal time. He also refers clients to GK Tax and Accounting and acts as a liaison between clients and the CPA, providing financial planning advice, also dedicating minimal time.

Employment History
Current Registrations
Gerber Kawasaki Wealth & Investment Management
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
November 2017 - December 2019 · 2 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.