How does the advisor help clients – Key Takeaways:
BAKER STREET INVESTMENT PARTNERS LLC is a financial advisory firm that specializes in providing expert financial advice and guidance to their clients. They have a team of experienced and knowledgeable advisors who work closely with each individual client to create a customized financial plan that meets their specific needs and goals.
The following are the key takeaways of how BAKER STREET INVESTMENT PARTNERS LLC helps clients:
- Provides personalized financial planning services
- Offers recommendations based on individual needs and goals
- Offers ongoing support and guidance to help clients reach their financial goals
- Utilizes a team-based approach to ensure comprehensive and well-rounded advice
Facts and Insights
BAKER STREET INVESTMENT PARTNERS LLC has been in business for over 10 years, making them a trusted and established firm in the industry. They currently have over $500 million in assets under management and a team of 20 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 10+ years |
Financial Services Offered
BAKER STREET INVESTMENT PARTNERS LLC offers a wide range of financial services to their clients, including:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
BAKER STREET INVESTMENT PARTNERS LLC primarily works with high-net-worth individuals and families, but also serves small business owners and corporate clients.
Fees & Compensation
BAKER STREET INVESTMENT PARTNERS LLC operates on a fee-based model, meaning they charge a percentage of the assets under management as their fee. This ensures that their interests are aligned with their clients’ and they are committed to helping them grow their wealth.
Background
BAKER STREET INVESTMENT PARTNERS LLC was founded in 2009 by a team of financial experts who saw a need for a client-focused, independent advisory firm. They are headquartered in New York, but have clients from all over the country.
Financial Advisor Disclosures to Know
As a registered investment advisor, BAKER STREET INVESTMENT PARTNERS LLC is required by law to disclose any potential conflicts of interest or disciplinary actions. They have a clean record and are committed to acting in the best interest of their clients at all times.