Baker Asset Management, LLC

Overview

Baker Asset Management, LLC is an independent Registered Investment Advisor organized as a limited liability company that serves both individual/family and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model mixes percentage-of-AUM billing with hourly and fixed-fee arrangements, which supports both ongoing portfolio management relationships and project-based engagements. Investment positioning favors equities as the primary exposure. The firm is not an ESG-focused investor and does not operate as a capital allocator to direct private funds; instead it relies on more traditional, liquid vehicles for client exposures. Baker Asset Management appears structured to provide personalized advice to a relatively small client base rather than pursuing broad multi-state or large institutional distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices