J R Baker Group offers investment management and financial planning services. Its financial planning, called Wealth Optimization and Legacy Planning, focuses on preserving and perpetuating clients' wealth. Investment management, called Focused Investment Opportunity Portfolio Design and Administration Services, is provided through third-party managers. J R Baker Group helps clients identify their investment objectives and matches them with suitable managers.
Fee Structure
J R Baker Group does not directly manage investments. Instead, they recommend third-party managers. You'll pay the manager a fee based on a percentage of your assets under management. The manager will then pay a portion, not exceeding 1.15%, to J R Baker Group. The fees are calculated quarterly in advance based on the value of your account. The minimum account size varies by manager.