Advisor at Baker Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Baker Asset Management, LLC
Location
Mount Pleasant, SC
Credentials
CFP®, Series 63, Series 65
Industry experience
21 years
Joseph Baker is a CFP® professional with 21 years of industry experience. He is the sole advisor at Baker Asset Management, LLC, an independent firm he has led since 2017. His prior experience includes roles at Visionquest Wealth Management, Wealth Management, LLC, and Alcus Financial Group, LLC. Baker Asset Management, LLC serves individual and high-net-worth clients as well as pension and profit-sharing plan sponsors, offering modular financial planning, discretionary portfolio management, and customized pension consulting. The firm combines fundamental and technical analysis with a long-term trading orientation and maintains a significant focus on pension plan consulting, managing approximately $44.8 million in client assets.
Based on Baker Asset Management, LLC
Pension consulting services may include a flat retainer fee with a minimum of $2,500, as agreed with plan sponsor.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $1,500,000: 0.70% $1,500,001 - $2,000,000: 0.60% $2,000,001+: 0.50%
Negotiable hourly rate of $100.00 for initial financial planning and general consulting services.
Account minimum: No requirements for opening or maintaining an account. Minimum fee: Annual retainer fee for continuing financial planning services with a minimum of $2,500, payable quarterly in arrears. Fee-only: Financial planning and general consulting services charged at the firm's negotiable hourly rate of $100.00 per hour.
Mount Pleasant, SC
California · South Carolina · Texas
Baker Asset Management, LLC
2017 - Present (9 years)
None
2017 - 2017 (1 year)
Visionquest Wealth Management, LLC
2017 - 2017 (1 year)
Wealth Management, LLC
2009 - 2017 (8 years)
Alcus Financial Group, LLC
2004 - 2017 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Series 63, Series 65
Charleston, SC
Kaizen Wealth Management, LLC
Series 65
Daniel Island, SC
Reconstructing Wealth
CFP®, Series 63, Series 65
Mt. Pleasant, SC
Oak Capital Advisors, LLC
CFP®, ChFC®, Series 63, Series 66
Charleston, SC
Calidris Financial, LLC
CFA®, Series 63
Johns Island, SC
LCV Advisors LLC
Series 65, Series 66
Johns Island, SC
Baker Wealth Advisors, LLC.
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