Advisor at Baker Ellis Asset Management LLC
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Firm
Baker Ellis Asset Management LLC
Location
Vancouver, WA 98660
Credentials
Series 63, Series 65
Industry experience
24 years
Barnes Ellis is a financial advisor with Baker Ellis Asset Management LLC in Vancouver, WA, holding Series 63 and Series 65 designations and 23 years of industry experience. He has been with Baker Ellis Asset Management since 2002. Outside of his advisory role, Ellis owns and oversees operations at Minam River Lodge, a hospitality business. Baker Ellis Asset Management provides discretionary portfolio management and investment advice to individuals, trusts, estates, corporations, foundations, and retirement plans. The firm employs a fundamental, long-term value approach with diversified portfolios tailored for tax and socially conscious considerations.
Up to 1.5% annually, negotiable and not based on a fixed schedule
Account minimum: $1,000,000 per household (occasional exceptions possible) Fee-only: Fee calculated as a percentage of assets under management, no commissions or performance fees
805 Broadway St., Suite 400
Vancouver, WA 98660
Washington
Baker Ellis Asset Management LLC
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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