Baker Wealth Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 311041
- Website
- www.bakerwealthadvisors.com
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Baker Wealth Advisors, LLC is an independently owned RIA that serves individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model combines a percentage-of-assets-under-management with hourly billing. Baker Wealth Advisors is identified as a capital allocator, meaning it directs client capital to third-party managers for certain strategies. The firm does not position itself as an ESG investor, and it lists an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents22%
- State & Local Bonds4%
Contacts
1 of 1
Shannon Baker
President & Investment Advisor RepresentativeCRD 3252960
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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