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Andrew Baker

Advisor at Baker Capital Management

Updated today

Firm

Baker Capital Management

Location

Mexico, MO

Credentials

Series 65

Industry experience

7 years

About

Andrew Baker is the sole advisor at Baker Capital Management in Mexico, Missouri, holding a Series 65 designation with seven years of industry experience. He has operated under the Baker Capital Management name since 1991. Baker Capital Management provides portfolio management services for individuals, trusts, estates, and charitable organizations, managing approximately 45 client relationships with $13.4 million in assets. The firm emphasizes fundamental analysis for security selection, focusing on long-term equity holdings and bond portfolios structured to generate stable income, with asset allocations tailored to individual client needs.

Client services

Based on Baker Capital Management

Portfolio management

Expertise

Based on Baker Capital Management

Wealth management

Fee options

Percentage

0.25% to 1.50% annually (range based on portfolio size and asset allocation, negotiable)

Location

Mexico, MO

Most active in

Missouri

Work history

Andrew James Baker DBA Baker Capital Managment

1991 - Present (35 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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