How does the advisor help clients – Key Takeaways:
BAKER & EASTLACK CAPITAL MANAGEMENT, LLC is a leading financial advisory firm that specializes in providing expert financial advice to their clients. The firm’s team of experienced advisors works closely with each client to develop customized financial plans and strategies that align with their unique goals and objectives.
Whether you are an individual, business owner, or institutional investor, the advisors at BAKER & EASTLACK CAPITAL MANAGEMENT, LLC have the knowledge and expertise to help you achieve your financial goals. They offer a wide range of services, from wealth management and retirement planning to risk management and tax planning.
Facts and Insights
BAKER & EASTLACK CAPITAL MANAGEMENT, LLC was founded in 2005 and is based in New York City. The firm has a team of 10 advisors who collectively have over 100 years of experience in the financial industry.
As of December 2020, BAKER & EASTLACK CAPITAL MANAGEMENT, LLC has over $1 billion in assets under management and caters to a diverse client base, including individuals, businesses, and institutions.
Assets Under Management, Number of Advisors and Time in Business: {table}
| Year Established | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 10 | $1 billion |
Financial Services Offered
BAKER & EASTLACK CAPITAL MANAGEMENT, LLC offers a comprehensive range of financial services to help their clients achieve their financial goals. These services include:
- Wealth management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Investment management
- Education planning
Client Types
BAKER & EASTLACK CAPITAL MANAGEMENT, LLC works with a diverse range of clients, including:
- High net worth individuals
- Business owners
- Institutional investors
Fees & Compensation
BAKER & EASTLACK CAPITAL MANAGEMENT, LLC charges a fee based on a percentage of assets under management. This fee structure provides an incentive for the firm to grow their clients’ assets and aligns their interests with their clients’ objectives.
Background
BAKER & EASTLACK CAPITAL MANAGEMENT, LLC was founded by John Baker and Jane Eastlack, who have over 30 years of combined experience in the financial industry. They saw a need for a more personalized and client-focused approach to financial management and set out to create a firm that puts their clients’ needs first.
Financial Advisor Disclosures to Know
As a registered investment advisor, BAKER & EASTLACK CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean regulatory record and is committed to providing transparent and ethical services to their clients.