Baker & Company Advisory Group Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,000,000
Total clients
46
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
46
Average account size
$152,174
Client services
Portfolio management
Educational seminars or workshops
Fee options
$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
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Baker & Company Advisory Group Inc
363 S. Main St., Suite 500
Decatur IL 62523, United States
Number of offices
1
Forms ADV
Quick links
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