Assets Under Management

$3.8B

Number of Clients

931

Number of Advisors

30

Average Client AUM

$4.1M

AUM per Advisor

$125.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Baker Avenue Asset Management, founded in 2004, offers discretionary and non-discretionary portfolio management services. They also provide wealth and financial planning services on a stand-alone basis. Their services are tailored to each client's unique circumstances and may include tax and estate planning.

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.01%
$1.0M - $2.5M0.01%
$2.5M - $5.0M0.01%
$5.0M - $10.0M0.01%
$10.0M - $25.0M0.01%
$25M+Included

Fees vary above $25,000,000. Family Office Clients and other Clients with established relationships may be subject to a different fee schedule or rate. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$9,500
Areas of Practice
Investment ManagementTax PlanningEstate PlanningRetirement PlanningHigh Net Worth
Loading...
Location

One Embarcadero Center, Ste 2530, San Francisco, CA, 94111

30 Advisors at this firm

Page 1 of 2