Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees are negotiated with each client, ranging from $100 to $100,000. For investment management through Third Party Managers, clients pay an ongoing fee directly to the manager based on a percentage of assets under management. The manager will pay a portion not to exceed 1.15% to JRB. Portfolio consulting services and other consulting services are also offered on a negotiated basis.
Areas of Practice
Advisor Information
Office location
Buellton, CA
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Customer Dispute
November 1994Other Business ActivitiesSells Insurance
Joel is involved in several business activities, including managing Circle JB Polo Ranch, LLC and JRB Polo Ranch, LLC, and JRB Commercial, LLC, as well as being the sole proprietor of Joel Baker Life Insurance. He also dedicates about 10-20% of his time to The J R Baker Group, LLC, which involves investments, estate planning, and insurance.