BakerAvenue offers portfolio management services on a discretionary or non-discretionary basis, tailoring strategies to each client's unique circumstances. Services include Dynamic Core, Blue Chip, Fixed Income, Impact, Global Income, All Cap Growth, Concentrated Stock Management, and Alternative Investments. BakerAvenue also offers stand-alone wealth and financial planning services, including family continuity, estate planning, tax planning, lifestyle management, family philanthropy, and risk management.
Assets Under Management$3.8B
Clients931
Advisors31
Avg. per Client$4.1M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$9,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.5M | 0.95% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.70% |
Fees are negotiable and vary among clients. Family Office Clients and other Clients with established relationships may be subject to a different fee schedule or rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
31 Advisors at this firm
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