Advisor at Baker & Company Advisory Group Inc
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.
Location
Decatur, IL 62523
Credentials
Series 63, Series 65
Industry experience
44 years
Tim Baker is the sole advisor at Baker & Company Advisory Group Inc in Decatur, IL, holding Series 63 and Series 65 licenses with 44 years of industry experience. He has been affiliated with Baker and Company since 1983 and also maintains roles at First Allied Advisory Services and First Allied Securities. Baker operates an insurance services business focused on fixed, life, health, and property and casualty insurance. Baker & Company Advisory Group provides fee-based investment advisory and financial planning services to individuals, trusts, retirement accounts, and corporations, generally requiring a minimum managed account of $100,000. The firm employs an active asset allocation and risk management approach using fundamental, technical, and cyclical analysis, with portfolios typically managed on a discretionary basis and monitored daily.
Based on Baker & Company Advisory Group Inc
Based on Baker & Company Advisory Group Inc
$500 flat fee for one-time second opinion service for non-clients.
$0 - $1,000,000: 2% annually $1,000,001 - $1,500,000: 1.5% annually $1,500,001 - $10,000,000: 1% annually $10,000,001+: 0.8% annually
President may earn commissions on insurance transactions; commissions paid by insurance companies and not charged to clients.
$225 per hour
Account minimum: $100,000
363 S. Main St., Suite 500
Decatur, IL 62523
Illinois
First Allied Advisory Services, INC.
2012 - Present (14 years)
First Allied Securities, INC.
2011 - Present (15 years)
Baker and Company
1983 - Present (43 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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