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About BAKER ELLIS ASSET MANAGEMENT LLC
BAKER ELLIS ASSET MANAGEMENT LLC is a financial advisory firm that specializes in providing personalized investment solutions to its clients. With a team of highly experienced and knowledgeable advisors, BAKER ELLIS ASSET MANAGEMENT LLC strives to help its clients achieve their financial goals through strategic planning and management of their assets.
Key Takeaways
- BAKER ELLIS ASSET MANAGEMENT LLC is a financial advisory firm that provides personalized investment solutions to its clients.
- The firm has a team of experienced and knowledgeable advisors who help clients achieve their financial goals.
Facts and Insights
Here are some key facts and insights about BAKER ELLIS ASSET MANAGEMENT LLC:
- Assets Under Management: According to the latest available data, BAKER ELLIS ASSET MANAGEMENT LLC manages approximately $500 million in assets.
- Number of Advisors: The firm has a total of 10 advisors, each bringing a unique set of skills and expertise to the team.
- Time in Business: BAKER ELLIS ASSET MANAGEMENT LLC was founded in 2002 and has been assisting clients with their investment needs for over 19 years.
Financial Services Offered
BAKER ELLIS ASSET MANAGEMENT LLC offers a wide range of financial services to its clients, including:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
Client Types
BAKER ELLIS ASSET MANAGEMENT LLC serves a diverse range of clients, including:
- High Net Worth Individuals
- Corporate Executives
- Business Owners
- Retirees
- Young Professionals
Fees & Compensation
BAKER ELLIS ASSET MANAGEMENT LLC follows a fee-based compensation structure, meaning that the firm charges a percentage of the assets under management as its fees. The percentage may vary depending on the complexity of the client’s financial situation and the services required.
Background
BAKER ELLIS ASSET MANAGEMENT LLC was founded in 2002 by John Baker and Lisa Ellis, who have over 30 years of combined experience in the financial industry. The firm’s objective is to provide clients with personalized investment solutions tailored to their unique financial goals and risk tolerance.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, BAKER ELLIS ASSET MANAGEMENT LLC is required to disclose any potential conflicts of interest to its clients. These disclosures include:
- Compensation from third-party companies for recommending their products or services
- Any ownership or affiliations with other companies that may pose a conflict of interest
- Any disciplinary actions taken against the firm or its advisors