TrueAdvisor
TrueAdvisor
CB
CB

Curtis David Baker

Sage Advisory Services LTD CO
4 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningSocially Responsible Investing
Sage Advisory Services LTD CO
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
12,206 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$25.0B

Fee Structure

Minimum Investment:$75K
Financial Planning:Investment management only

Location

5900 Southwest Parkway, Building 1, Suite 100, Austin, TX, 78735-6202

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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
Sage Advisory Services LTD CO
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Etoro USA Securities INC.Broker
November 2021 - February 2024 · 2 yrs 3 mos
Kestra Investment Services, LLCBroker
February 2021 - October 2021 · 8 mos
Purshe Kaplan Sterling InvestmentsBroker
November 2020 - January 2021 · 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.