How does the advisor help clients – Key Takeaways:
BAKER ASSET MANAGEMENT provides financial expertise to clients seeking professional guidance. Through their range of financial services, they assist individuals, families, and businesses in managing their assets and achieving their financial goals. BAKER ASSET MANAGEMENT has a team of experienced advisors who are dedicated to delivering personalized and comprehensive financial solutions to their clients.
Facts and Insights
Founded in 2010, BAKER ASSET MANAGEMENT has established itself as a leading financial advisory firm in the industry. They specialize in wealth management, investment planning, retirement planning, and estate planning. BAKER ASSET MANAGEMENT has a track record of helping clients navigate through market fluctuations and achieve long-term financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 50+ | 11 years |
Financial Services Offered
BAKER ASSET MANAGEMENT offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, tax planning, risk management, estate planning, and business succession planning. By combining their expertise with a personalized approach, BAKER ASSET MANAGEMENT is able to create customized strategies to help their clients achieve their financial objectives.
Client Types
The team at BAKER ASSET MANAGEMENT serves a diverse group of clients, including high-net-worth individuals, families, and businesses. They are committed to building long-term relationships with their clients and providing them with the highest level of service. BAKER ASSET MANAGEMENT understands that each client has unique financial goals and works closely with them to develop tailored solutions that align with their needs.
Fees & Compensation
BAKER ASSET MANAGEMENT is a fee-only advisory firm, meaning they do not receive commissions for recommending investments or products. This ensures that their advice is always in the best interest of their clients. BAKER ASSET MANAGEMENT charges a percentage based on assets under management and may also charge a fixed fee for specific services, such as financial planning. They are transparent about their fees and provide a clear breakdown of costs to their clients.
Background
BAKER ASSET MANAGEMENT was founded by John Baker, a seasoned financial advisor with over 20 years of experience. The firm has a team of qualified advisors with diverse backgrounds and areas of expertise. BAKER ASSET MANAGEMENT is committed to staying updated on industry trends and regulations to provide clients with the most relevant and effective financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, BAKER ASSET MANAGEMENT is required to disclose any potential conflicts of interest to their clients. They are also required to disclose any disciplinary actions or legal issues involving the firm or their advisors. Clients can access this information through the Investment Adviser Public Disclosure (IAPD) website or by contacting the firm directly.