The Baker Group LP (TBG) specializes in fixed income investment strategies for financial institutions and other institutional investors. TBG implements the client's investment policy at the client's direction. TBG does not offer investment advisory services to non-institutional investors.
Assets Under ManagementN/A
Clients1
Advisors11
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.01% |
| $10.0M - $20.0M | 0.01% |
| $20.0M - $30.0M | 0.00% |
| $30.0M - $40.0M | 0.00% |
| $40.0M - $50.0M | 0.00% |
| $50M+ | 0.00% |
Fees are negotiable for amounts over $50,000,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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