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
About
The firm provides fee-based investment advisory and financial planning services to individuals, trusts, retirement accounts and corporations, generally requiring an initial managed-account threshold of $100,000. Services include portfolio management, retirement and tax-coordination referrals, insurance planning, and assistance consolidating clients’ financial affairs, with custodial relationships noted with TD Ameritrade.
Its investment approach emphasizes active asset allocation and risk management, using a mix of fundamental, technical, cyclical analysis and charting to identify trend changes and adjust allocations. Portfolios primarily employ mutual funds, bonds, ETFs and government securities, are typically managed on a discretionary basis, and are monitored daily with periodic written evaluations and client reviews.
Distinctive elements in the brochure include licensure to effect life, health and variable insurance transactions and an explicit disclosure that the firm’s president may receive commissions for such insurance sales, with those arrangements described in client disclosures. The firm also offers limited second‑opinion meetings and hourly engagements, outlines a rules‑based trend-identification framework for downside protection, and has operated since 1987 while managing approximately $7 million for a relatively small client base.
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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