Baker Asset Management (BAM) provides investment advice to individuals, high net worth individuals, and retirement plans. BAM offers financial planning services, including helping clients manage their income, assets, and debts to meet their financial goals. BAM also provides portfolio management services, tailoring investment advice to meet the client's needs and objectives. Portfolios may include stocks, bonds, and mutual funds. BAM also offers consulting services for small business retirement plans.
Assets Under Management$45M
Clients54
Advisors1
Avg. per Client$830K
Avg. per Advisor$45M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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