Baker & Company Advisory Group Inc

Overview

Baker & Company Advisory Group Inc. is a small, privately owned corporate RIA that serves individual and family clients. The firm is classified as a non-independent retail RIA and also operates as an insurance broker. Its advisory services focus on portfolio management for individuals and small businesses and it runs educational seminars and workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm does not identify as an active ESG investor, is not multi-state, and does not act as a capital allocator to external alternative managers.

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Location & Offices