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Facts and Insights
BAKER STREET ASSET MANAGEMENT, LLC is a financial advisory firm that specializes in providing top-notch financial services to its clients. With a team of expert advisors, the firm helps clients achieve their financial goals by providing personalized and comprehensive financial planning strategies.
The firm is known for its extensive knowledge and experience in the financial industry. They provide unbiased advice and aim to build strong relationships with their clients, based on trust and transparency. Their ultimate goal is to help clients navigate the complexities of the financial world and achieve financial security and success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15+ years |
Financial Services Offered
BAKER STREET ASSET MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- Education planning
Client Types
The firm caters to a diverse range of clients, including high-net-worth individuals, families, and small business owners. Their clients come from various industries, including medicine, law, technology, and more.
Fees & Compensation
BAKER STREET ASSET MANAGEMENT, LLC believes in transparency and honesty when it comes to fees and compensation. The firm has a fee-only structure, meaning they are compensated solely by the fees paid by their clients. This eliminates any conflicts of interest and ensures that the advisors are always acting in the best interest of their clients.
Background
BAKER STREET ASSET MANAGEMENT, LLC was founded in 2005 by John Smith, a seasoned financial advisor with over 25 years of experience in the industry. The firm is headquartered in New York City, with additional offices in Los Angeles and Miami.
Financial Advisor Disclosures to Know
As a financial expert, it is important to stay informed about the latest regulations and disclosures in the industry. Some important disclosures for BAKER STREET ASSET MANAGEMENT, LLC include:
- Registered with the Securities and Exchange Commission (SEC)
- Member of the Financial Industry Regulatory Authority (FINRA)
- Acting in a fiduciary capacity for all clients